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Russell Investments

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Russell Investments

Is U.S. inflation still heading in the right direction?

•March’s U.S. CPI report exceeds consensus expectations •ECB hints at June rate cut •Fitch...

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1970s: U.S. oil crisis. 2020s: U.S. net oil exporter. What’s the shift mean for energy markets?

Disclosures These views are subject to change at any time based upon market or other conditions...

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What’s the outlook for U.S. Q1 earnings season?

Disclosures These views are subject to change at any time based upon market or other conditions...

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Key takeaways from the latest central bank meetings

·       Bank of Japan delivers first rate increase in 17 years ·       BoE holds rates steady,...

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What’s behind the strength in Japan’s stock market?

·       U.S. inflation data from February surprises to the upside  ·       Two key factors...

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Bank of Canada leaves interest rates unchanged. When could it begin lowering borrowing costs?

In the latest video update: ·       BoC, ECB hold overnight rates steady at March meetings ·...

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What does the Fed’s preferred inflation gauge suggest about U.S. price increases?

•U.S. core PCE price index rises 0.4% in January •Federal Reserve rate cuts could begin...

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Inflation moderates in Europe. When could rate cuts begin?

·       Eurozone inflation declines to 2.8% in January ·       Fed, ECB and BoE could all lower...

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Is a Fed rate cut in May still on the table?

·       U.S. core consumer price index rises by more than expected in January ·       We believe...

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What does the latest data suggest about the strength of the U.S. economy?

In the latest video update: ·       An investment analyst’s take on the Super Bowl ·       U.S....

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Recapping the highlights from January’s Fed meeting

In the latest video update: ·       Market timeline for first U.S. rate cut shifts after Fed...

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When could rate cuts begin in Canada and Europe?

·       BoC, ECB push back on market timeline for rate cuts ·       Could the Bank of Japan lift...

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Key factors behind the volatility in fixed income markets

·       Government bond yields rise in the UK and Canada amid stronger inflation data ·...

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Are U.S. recession risks decreasing?

·       U.S. recession risks look lower, but still elevated compared to normal ·       Assessing...

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Key watchpoints for U.S. Q4 earnings season

·       Assessing U.S. recession risks for 2024  ·       What to pay attention to during U.S....

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Key takeaways from COP28 and recent central bank meetings

·       Fed officials project three rate cuts in 2024 ·       Bank of England signals monetary...

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Is a U.S. recession still possible in 2024?

·         Highlights from Russell Investments’ 2024 Global Market Outlook ·         Could a...

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Inflation eases in Australia. Is the end of the RBA’s rate-hiking cycle near?

In the latest video update: ·       Price pressures ease in Australia and Europe ·       China...

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Viewpoint on commercial real estate with Adrianna Giesey and Kate El-Hillow

Commercial real estate is a trillion-dollar market with diverse and resilient opportunities for...

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What’s behind the volatility in U.S. Treasury yields?

In the latest video update: •Cooling inflation sparks decline in U.S. bond yields •Eurozone...

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