Macro Matters: Carry On

Venezuela's political transition sparks global market ripples, boosting gold and the U.S. dollar while raising questions about oil production, regional politics, and global power dynamics. Explore the short- and long-term implications for investors.

The Federal Open Market Committee (FOMC) dropped its key interest rate by 0.25% to 3.50–3.75%. Going into 2026, we see signs that fiscal stimulus will be more meaningful in addressing the current weakening labor market.

Allspring PMs keep their fingers on the pulse of the markets—and their selfie cameras—going into 2026.

George Bory and Ann Miletti share Allspring's 2026 outlook. From resilient bond strategies to AI-powered equity growth, they unpack the key drivers set to shape next year's financial markets.

Which macroeconomic trends do we think matter the most? Read this month’s issue of Macro Matters.

Despite limited access to reliable data due to the ongoing government shutdown, the Federal Open Market Committee (FOMC) announced another 0.25% cut, lowering its key interest rate to 3.75–4.00%.

How are Allspring’s investment experts thinking about the U.S. government shutdown and market implications?

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

The Federal Reserve lowered its key rate by 25 basis points at its September meeting following an eight-month pause. George Bory and John Campbell discuss how U.S. bond and equity markets could respond.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

With a robust U.S. economy, above-target inflation, and continued tariff uncertainty, the FOMC kept its key interest rate at 4.25–4.50%.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Speculation over the next chair of the Federal Reserve (Fed) is dominating headlines and keeping markets on edge. A more dovish leader could mean a big shift in monetary policy and raise concerns about the Fed’s independence.

As the events concerning Iran continue, Allspring Fixed Income’s message—"bonds provide certainty in an uncertain world”—remains central to our positioning.

A potential conflict with Iran has consistently appeared in our monthly Market Risk Monitor for over two years. Now that risk has materialized. Our equity portfolio managers assess the implications for global markets.

What might the future hold for markets? In this roundtable discussion, our investment experts explore pressing topics like deficit spending, trade tensions, the Fed’s next moves, and the weakening U.S. dollar.

With ongoing tariff uncertainty and U.S. employment still strong, the Fed kept its key interest rate at 4.25–4.50%.

Amid uncertainty around tariffs and their impact on U.S. growth and inflation, the Federal Reserve held its key interest rate at 4.25–4.50%. We explain what may lie ahead.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

George Bory discusses three key U.S. headlines from April 22 and how fixed income assets may be affected.

George Bory discusses reasons for the recent sharp price fluctuations in stock & bond markets, including in U.S. Treasuries, and identifies actionable approaches fixed income investors may pursue in today’s environment.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

President Trump announced specific details on the administration’s intended trade policy, including a baseline tariff as well as reciprocal tariffs on specific countries. Uncertainty lies ahead as global markets digest the prospects.