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Economy & markets

Bringing perspective to events that shape the economy and move markets

Economy & markets

Bringing perspective to events that shape the economy and move markets

2019 Economic and market outlook: Down but not out

Tap into research resources from our recent Virtual Forum

Article

Here's a complete summary of the Vanguard research and commentary content that was made available to attendees of the recent Vanguard Virtual Forum.

Here's a rundown of the research and commentary content that was available to attendees of the recent Vanguard Virtual Forum.

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The Fed must play the hand it's been dealt

Article

Vanguard Chief Economist Joe Davis gives his perspective on where monetary policy may be headed.

Vanguard Chief Economist Joe Davis gives his perspective on where monetary policy may be headed.

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The yield curve inverted. Is recession imminent?

Article

Vanguard Senior Economist Andrew Patterson discusses the recent yield curve inversion in the bond market and what it might signal about the economy.

Vanguard Senior Economist Andrew Patterson discusses the recent yield curve inversion in the bond market.

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Late-cycle macro risks and asset allocation

Whitepaper

As the U.S. economy enters the later stages of its current expansion, three risks may affect asset allocation.

As the U.S. economy enters the later stages of its current expansion, three risks may affect asset allocation.

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 | 

  Read white paper

Amid a tight job market, tech drives low inflation

Article

Learn how technology is dampening inflation and what this means for investors and the economy overall.

Learn how technology is dampening inflation and what this means for investors.

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Embracing a global stock market

Article

This one-pager provides three good reasons why it’s smart to invest internationally. Share it with your clients.

This one-pager provides three good reasons why it’s smart to invest internationally. Share it with your clients.

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As global growth slows, why are investors still so bullish?

Article

Economic forecasts call for global growth to slow in 2019 before picking up again in 2020. Vanguard's Jonathan Lemco discusses risks to such a scenario and how investors should respond.

Learn where the global economy is headed and what risks may lie ahead.

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Market and economic perspectives: May 2019

Article

Read our May 2019 economic and market highlights, including global growth expectations and key investment risks.

Read our May 2019 economic and market highlights, including global growth expectations and key investment risks.

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Expect cautious markets amid U.S.-China trade tension

Article

A U.S.-China trade deal that seemed imminent early this month suddenly appears at risk, dragging global stock markets down with it. What has happened in the intervening days, and what should investors expect?

Souring U.S.-China trade talks have dragged down global stock markets. Here’s what to expect.

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What the recent yield curve inversion does and doesn't tell us

Article

Vanguard Senior Economist Roger Aliaga-Díaz discusses the recent yield curve inversion and the likelihood of a recession.

Vanguard Senior Economist Roger Aliaga-Díaz discusses the recent yield curve inversion and the likelihood of a recession.

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Global equity investing: The benefits of diversification

Whitepaper

Even though investors may exhibit a home bias, investing in international stocks has clear benefits.

Even though investors may exhibit a home bias, investing in international stocks has clear benefits.

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 | 

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CIO Davis: Volatility, risk, and the role of fixed income

Video  |  Transcript available

Vanguard recently gathered experts for a live webcast from Inside ETFs. In this video excerpt, Vanguard Chief Investment Officer Greg Davis discusses market volatility, examines smart risk-taking, and explains the role of fixed income in a portfolio.

In this excerpt from the Inside ETFs webcast, Vanguard Chief Investment Officer Greg Davis offers insights into matters affecting the markets and economy.

  Watch video

 | 

  Read transcript

The missing link between equity returns and economic growth

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains the often conflicting relationship between market returns and economic growth.

Vanguard Global Chief Economist Joe Davis explains why there's little correlation between market returns and economic growth over long periods.

  Watch video

 | 

  Read transcript

What is "The uncertainty advantage"?

Video  |  Transcript available

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in which Greg discussed the current fixed income environment, Vanguard's market and economic outlook, and opportunities to deliver greater value to clients.

Watch the video replay of Vanguard Chief Investment Officer Greg Davis's keynote address at Inside ETFs in February.

  Watch video

 | 

  Read transcript

Our expectations for emerging markets returns

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis explains why rebalancing into markets outside the United States makes strategic sense.

Vanguard Global Chief Economist Joe Davis on why emerging markets remain a wild card.

  Watch video

 | 

  Read transcript

Brexit and the value of diversified portfolios

Article

What the U.K. Parliament's latest vote over Brexit negotiations with the European Union means for investors and diversified portfolios.

What the U.K.'s latest Brexit vote means for investors.

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Are U.S. equities fairly valued?

Video  |  Transcript available

Vanguard Global Chief Economist Joe Davis says that for the first time in a decade, U.S. equities are approaching a fair-value assessment.

How fairly valued are U.S. equities? Vanguard Global Chief Economist Joe Davis offers his analysis.

  Watch video

 | 

  Read transcript

What to expect next from the markets

Article

Vanguard CEO Tim Buckley says our economists are anticipating low returns and higher volatility over the next decade. If they're right, adhering to best practices will be crucial to your investment success.

CEO Tim Buckley says adhering to best practices will be crucial to investment success in a low-return environment.

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What Fed projections may mean for longer-term stock returns

Article

Vanguard Chief Economist Joe Davis is looking at the upcoming Fed meeting for clues about stock returns longer term.

Vanguard Chief Economist Joe Davis is looking at the upcoming Fed meeting for clues about stock returns longer term.

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