CIO Archive

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Americas CIO View

By: David Bianco

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook

U.S. Economic Outlook

By: Christian Scherrmann

No more patience?

Adjusting our 12-month targets

Central banks look set to cave in the face of bond-market pressure. We are adjusting our forecasts accordingly.

Escalating trade woes

Punitive tariffs on Mexican imports are the latest sign of dangers ahead

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Americas CIO View

By: David Bianco

A brief history of China's 40-year economic expansion

Investment Traffic Lights

Our monthly market analysis and positioning

Americas CIO View

By: David Bianco

Corporate debt is rising, but against more assets and low interest rates

Americas CIO View

By: David Bianco

S&P 500 margin hurt by trade tariffs, total payout at cycle high

U.S. Economic Outlook

By: Christian Scherrmann

Monthly review and outlook on the U.S. economy

Americas CIO View

By: David Bianco

Significant tariffs likely to stay: A 3 to 5 USD reset to S&P 500 EPS expected

In the eye of the storm

Chart of the week

CIO Commodity Commentary

By: Darwei Kung

Our monthly analysis and outlook on commodities

Into the trenches?

The current trade dispute could be the beginning of something worse.