The AQR Macro Wrap-Up is a weekly summary distributed to clients focusing on macroeconomic themes.
March 31, 2020
This week we take a bit of a longer look at how the crisis is affecting markets. We examine three fixed income markets and what they say about market liquidity and investors' expectations.
Macro Wrap-Up
March 13, 2020
This week we look at why some markets, which are normally more long-term in their outlook, are reacting so much to short-term news.
Macroeconomics
February 28, 2020
This week we look at longer-term economic effects of the coronavirus and the market reaction to both the outbreak and the policy response.
Macroeconomics
February 14, 2020
For this Valentine’s Day we give you more of what you love: a look at what the Fed might do in an election year. Will the Cupids of monetary policy shoot any arrows, or will they leave Fed watchers brokenhearted?
Macroeconomics
January 31, 2020
In the 1980s, the Palladium was one of the hottest clubs in New York. Now it is a college dormitory. But don’t despair, the metal palladium is now the hottest commodity in the world, and its rise is instructive for investors who are interested in how commodities work and why small markets can make big moves. So, take a few minutes away from reports on the coronavirus to read about catalytic converters and a lustrous silvery metal.
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