Insights

Global markets have been laser focused on inflation readings throughout 2022. While inflation was still a preoccupation for investors over the past week, another issue has emerged as a predominant market concern: the risk of recession...

While markets enjoyed a sense of calm for most of the summer, the same cannot be said of the past few weeks. Volatility has resurfaced and, along with it, weakness in global equity and fixed income markets.

Global markets have experienced a period of relative tranquility in recent weeks, which stands in contrast with much of the earlier portion of the year.

Concerns have included an oversized interest rate hike from the Bank of Canada, closely scrutinized inflation data in the U.S. and Canada, and the potential for Russia to cut off its supply of natural gas to Europe.

Global financial markets have been under significant pressure in recent days. The trigger was Friday’s U.S. inflation report of slightly higher-than-expected inflation...

It has been a challenging few weeks for global equity markets. There is no single factor to blame, although inflationary pressures and the implications for central bank interest rate policies remain core issues

The near-term investment outlook remains somewhat murky. Investors are grappling with numerous issues: the war in Ukraine, COVID-related lockdowns in China, volatility in commodity markets, inflation at multi-decade highs, rising bond yields...

Financial market and commodity price volatility have become more subdued in recent weeks, while bond yields and equity markets have continued to grind higher.

The world’s financial markets continue to grapple with elevated inflation and a regime shift toward higher interest rates.