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Market Outlooks
Global Weekly Commentary: Expect more volatility after Fed hike
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The Fed is set to raise rates by an additional 0.75% or more this week as it scrambles to raise the fed funds rate into restrictive territory to rein in inflation.
Market Outlooks
Global Weekly Commentary: ECB may limit hikes as recession nears
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The European Central Bank (ECB) is set to lift rates for the first time in over a decade this week.
Market Outlooks
Student of the Market: July 2022
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Downgrading stocks, upgrading credit
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We think the Great Moderation is over.
Market Outlooks
Global Weekly Commentary: An era of higher commodities prices
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We see an era of structurally higher commodities prices ahead.
Market Outlooks
Global Weekly Commentary: Outlook Forum debates new regime
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Global growth and inflation concerns are keeping investors up at night.
Market Outlooks
Global Weekly Commentary: Central bank blitz to hit growth
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We see the Fed on a path to raise rates far enough this year to hurt growth. The U.S. activity restart from the pandemic could grind to a halt in coming quarters.