The immediate impact of war in Ukraine is the increased level of uncertainty across nearly all sectors and regions. This can be evidenced by

The easing of relative risk over the last month is likely due to relative normalization rather than improvement in the underlying...

In many ways, COVID continues to dominate the economic outlook. This is especially true as the U.S. passes through the heart of winter....

Multiple headwinds are already starting to impact the real economy and the markets, and as the year comes to an end, evidence that the...