Viewpoints

Three-minute macro: what’s driving earnings?

Erica Camilleri

Erica Camilleri ,  Investment Analyst, Multi-Asset Solutions Team

Frances Donald

Frances Donald,  Global Chief Economist and Global Head of Macroeconomic Strategy, Multi-Asset Solutions Team

The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.

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