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Current analysis does not guarantee future results.
As of November 7, 2021
Source: US Bureau of Labor Statistics
Current analysis does not guarantee future results.
As of November 7, 2021
Source: Baltic Exchange, Bloomberg, Google and AllianceBernstein (AB)
The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
Eric Winograd is a Senior Vice President and Director of Developed Market Economic Research. He joined the firm in 2017. From 2010 to 2016, Winograd was the senior economist at MKP Capital Management, a US-based diversified alternatives manager. From 2008 to 2010, he was the senior macro strategist at HSBC North America. Earlier in his career, Winograd worked at the Federal Reserve Bank of New York and the World Bank. He holds a BA (cum laude) in Asian studies from Dartmouth College and an MA in international studies from the Paul H. Nitze School of Advanced International Studies. Location: New York
Robert Hopper is a Senior Vice President and the Director of Corporate Credit and Economic Research. He joined AB in 2013 and now oversees the teams that provide fundamental analysis of global investment-grade, high-yield and emerging-market corporate and sovereign issuers and global economic analysis. Hopper is also responsible for driving the corporate credit research outlook for the Fixed-Income department. He sits on various internal investment committees and is the author of a number of published papers, focused on insights into corporate defaults and fallen angels during the COVID-19 pandemic, inflation risks, and rising star candidates. Earlier in his tenure at AB, Hopper was responsible for coverage of the high-yield telecom, cable, satellite and media sectors. Prior to AB, he was a managing director and head of the High-Yield and Investment-Grade Credit Analyst team at UBS Investment Bank, where he was also the senior high-yield and investment-grade telecom, media and technology analyst. Earlier in his career, Hopper served as an equity analyst at UBS and Bear Stearns. He holds a BS in accounting from Saint Michael's College and an MBA from Boston College. Location: New York
The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
Inigo Fraser-Jenkins | March 10, 2025After the trade war’s opening salvoes, tensions seem set to last for some time.
Eric Winograd | February 04, 2025