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Can China Stave Off a Credit Crunch?
CIO Equity Asia Pacific Raymond Chan discusses the recent market selloff in China, current stock valuations, mounting liquidity fears and how central bankers plan to solve the nation’s banking problems.
Moving Toward a Banking Union
Europe’s leaders use the term "banking union" to describe the idea of a single supervisory mechanism for all European financial institutions. What does this mean and what role will the European Central Bank play?
Fed Sheds Light on Exit Strategy and Rates
The markets are reacting negatively to the latest Fed news and its implications for QE tapering and rate hikes.Kristina Hooper, US head of investment and client strategies, interprets what’s happening behind the scenes andwhat it means for investors.
Deconstructing the Mechanics and Market Implications of Financial Repression
Governments around the world are using financial repression to reduce their debt burdens—but their success comes at the expense of savers and investors. Download our white paper to learn how financial repression works and how to combat it.
Short-Duration High-Yield Bonds: An Attractive Solution for a Low-Yield, Rising-Rate Environment
Treasuries aren't providing enough yield for today's investors—but high-quality short-duration high-yield bonds provide income, hold up well when rates rise and can help reduce volatility. Download our white paper to learn more.
Sharp GDP Revision Won’t Slow Taper Debate
Kristina Hooper, head of US investment and client strategies, comments on today’s GDP stunner and why it’s likely to boost stocks, but have little impact on the unwinding of QE measures.
Do we still have faith in ‘Abenomics?’
Japan’s market turbulence reflects concerns about Prime Minister Abe’s economic policies. CIO Asia Pacific Raymond Chan says reforms are needed, perhaps coming after the July elections, to deregulate Japan’s market and resolve structural deficiencies.
Will Central Banks Cause Inﬂation?
Why is it important to think about inflation when today’s inflation rates are moderate? Chief Economist Stefan Hofrichter explains that while there has been little short-term inflationary pressure of late, the policies of central banks around the world may be working in conjunction with other non-monetary forces to begin causing inflation in the medium to long term.
Why a Strong Jobs Report Could Mean Persistently High Unemployment
Kristina Hooper, US head of investment and client strategies, spells out the implications of the latest jobs report for the labor force, the ongoing economic recovery and QE tapering.