Viewpoints about Global Economy
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Market outlook: macro themes that could influence returns in the months ahead
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it could have changed returns expectations across different asset classes.
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Why Purchasing Managers’ Indexes have become closely watched economic indicators
Learn why Purchasing Managers’ Indexes, or PMIs, have become key indicators to watch as the global economy charts an uneven path toward postpandemic recovery.
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Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
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What happens in a recession?
Recessions are neither common nor rare. Some predictions of them prove inaccurate. Other times recessions can result in significant damage to the economy and markets.
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What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory? Learn both sides of the debate on an unorthodox approach to economic policy.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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Fiscal policy and the threat of global recession
Does COVID-19 require a different policy response than the Global Financial Crisis? We explore the need for big fiscal stimulus, not just monetary measures.
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The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
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Navigating the new normal
Working from home takes work—but it doesn't have to be a chore. Read our tips for working from home in the current environment and for making the most of virtual meetings.
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