CAPITAL IDEAS^TM

Europe

World Markets Review

Rate cuts fuel market rally: Q3 roundup

World Markets Review

Markets rally on rate cut expectations: Q4 roundup

Global Equities

Can this stock market rally continue?

Markets & Economy

Quick take: Seven questions around recession in Europe

Europe

2023 Outlook: European energy demand picture could spell milder recession

Equity

Can non-U.S. equities overcome a strong U.S. dollar?

Outlook

European economy growing despite headwinds

Market Volatility

Germany's 'no' to energy embargo may prove untenable

Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

Market Volatility

3 views on the Russia-Ukraine conflict

Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner

Market Volatility

U.S. defense scenario analysis

Market Volatility

The West is united

Market Volatility

EU policymakers may look to mitigate economic shock

Market Volatility

Impact of the Russia-Ukraine conflict on European banks

Market Volatility

Biden and Europe walk energy tightrope

Market Volatility

Energy price stabilization largely depends on sanctions

Market Volatility

U.S. economy faces heightened inflation risk

Market Volatility

Russia-Ukraine conflict threatens global economy

Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Politics

Capital Ideas - Macro Outlook for 2022 with Robert Lind

Global Equities

Rob Lovelace on the year ahead