CAPITAL IDEAS^TM

United States

Politics

Economic outlook: Global growth dependent on a resilient US
Fixed Income

Quick take: Impact of US election results on emerging markets

Kirstie Spence
Election

Trump’s victory signals major policy shifts ahead
Election

What to expect between Election Day and the inauguration
Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard
Interest Rates

What if the Fed doesn’t cut interest rates this year?

Darrell Spence
Fixed Income

Valuations are expensive, but may have staying power
Fixed Income

Can the banks deliver for investors in 2024?
Trade

Trading places: de-globalisation, longer supply chains and China Plus
Markets & Economy

The US avoided recession last year. What comes next?
Fixed Income

Can investment-grade credit provide resilience amid uncertainty
Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated
Fixed Income

Opportunities in US high-yield credit

Shannon Ward
Fixed Income

Outlook for credit sectors

Damien McCann
Bonds

Debt ceiling showdown: Should investors worry?
Markets & Economy

10 investment themes for 2023
Fixed Income

Macro insights: Outlook for bonds brighter even as growth concerns linger
Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller
Fixed Income

The US Fed's aggressive path could mean more market turmoil
Market Volatility

The lowdown on inflation in the US and Europe
Interest Rates

Is the era of easy money coming to an end?