- Investment Director, Fixed Income Product Management
United States, Institutional
ChangeWhat do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
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2029-09-25
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September FOMC: Doves capitulate
For the first time in over three years, the Fed raised the target rate range to 3.75%-4.00% in September. Our team looks at what's driving the shift and what it means going forward.
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2027-05-16
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Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
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2027-09-17
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The most important midterm question?
As the mid-term elections approach, the things the election won't change may matter more than who wins and who loses.
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2027-08-20
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High asset prices, not low interest rates, are driving inflation
Wealth distribution in the US has rendered the Federal Reserve’s usual tools less effective. The Fed will need to address asset prices head-on in creative ways if it is going to return inflation to target.
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2027-08-24
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2026 midyear geopolitical update: What “structural competition” means for investors
Our expert explores how structural geopolitical competition is reshaping markets, raising risk premiums, and creating long-term investment implications across defense, energy, technology, supply chains, sovereign credibility, and portfolio resilience.
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2027-07-12
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The state of commercial real estate
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
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2027-06-30
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Warsh’s first FOMC: We have a task force for that
Our experts highlight new task forces, examine evolving inflation and labor dynamics, and contend that the Fed soon may need to choose between growth support and price stability.
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2026-12-31
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The questions incoming Fed Chair Warsh will need to answer
We examine the key questions that incoming Fed chairman Kevin Warsh may need to confront as monetary policy faces new limits and new risks.
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2027-06-04
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Markets are underestimating the persistence of inflation
Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.
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2027-12-23
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Monthly Market Review — August 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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