Bi-Weekly Market Update January 27 2023

 January 27, 2023 |Thomas Donnelly

This week we discuss takeaways from the earnings season so far, the Bank of Canada shifting to a holding pattern, and why the layoffs in the tech sector sound worse than they are.

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The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

 January 23, 2023 |John Stackhouse

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

 January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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Bi-Weekly Market Update January 13 2023

 January 13, 2023 |Thomas Donnelly

We discuss some tailwinds that have emerged and both the loss of momentum and resilience that North America is demonstrating. This week, we lean on the Global Insight 2023 Outlook and share key takeaways.

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

 January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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Global Insight Monthly

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  • Key forecasts
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Global Insight 2024 Midyear Outlook

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