Principal Knowledge Center

The latest insights from our experts on attitudes, behaviors and trends that impact long-term financial security. Thought leaders from across the globe provide data analysis, research and perspective on the economy, investment management, retirement security and more. 

Filter Articles

U.S. growth is breaking out of its eight-year doldrums and decoupling from the softer pace of the rest of the world. The Fed is actively normalizing policy ahead of other central banks. This means the Fed will forge ahead with raising the FFR and reducing its bond holdings.

12 minute read

There are two key central bank meetings this week: the Federal Reserve meeting ends Wednesday, June 13 and the European Central Bank (ECB) meets on Thursday, June 14. Both have the potential to move markets.

9 minute read

With markets riding a rollercoaster of risk and recovery the last week of May, it’s good to note many positive economic signals. Nevertheless, the dynamics of world growth have shifted.

20 minute read

Labor markets in the United States, the Eurozone, and Japan are tightening rapidly and wage gains are beginning to pick up. The outlook is for more of the same.

11 minute read

World growth rebounded in 2016 and 2017 as the economy recovered from the commodity price collapse and the dollar’s surge. Global growth shifted down at the start of 2018. But, that may be coming to an end.

9 minute read

The Federal Reserve (Fed) started formally targeting inflation at 2% relatively recently (2012). Several of the inflation indicators that the Fed watch are now at or above that level. Does that mean that the Fed can say mission accomplished?

8 minute read