Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.

After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.

As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.

Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.

China’s central government puts high-quality growth as top priority, along with continued support for business and opening-up.

In a dovish move, the central bank raises rates by half a point.

Shocks to the U.S. banking system underscore how even cash holdings can involve risk and also suggest that the timeline for a recession may have drawn nearer.

The failure of Silicon Valley Bank raises questions for Fed policy and economic growth.