Macro Wrap-Up

Once Again, A Crisis Like No Other

This week we take a bit of a longer look at how the crisis is affecting markets. We examine three fixed income markets and what they say about market liquidity and investors' expectations.

Subscribe for more insights

Macro Wrap-Up

Time After Time

This week we look at why some markets, which are normally more long-term in their outlook, are reacting so much to short-term news.

Macroeconomics

COVID-19

This week we look at longer-term economic effects of the coronavirus and the market reaction to both the outbreak and the policy response.

Macroeconomics

We Found Love in an Unchanged Rate

For this Valentine’s Day we give you more of what you love: a look at what the Fed might do in an election year. Will the Cupids of monetary policy shoot any arrows, or will they leave Fed watchers brokenhearted?

Macroeconomics

U[Pd]ate

In the 1980s, the Palladium was one of the hottest clubs in New York. Now it is a college dormitory. But don’t despair, the metal palladium is now the hottest commodity in the world, and its rise is instructive for investors who are interested in how commodities work and why small markets can make big moves. So, take a few minutes away from reports on the coronavirus to read about catalytic converters and a lustrous silvery metal.