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Market Outlooks
THE GREAT STAY-IN
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IMPACTS OF COVID-19 ON PRIVATE CAPITAL MARKETS
Market Outlooks
A four-month shopping spree
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Measured from October to January, holiday retail sales impressed.
Market Outlooks
The Fed has stopped cutting interest rates…for now
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After three interest rate cuts in the second half of 2019, the Fed has paused. Economic growth remains lackluster, but serious recession risks seem to have fallen since the summer. The Fed’s next move in 2020, if it makes one, is more likely to be a cut than a hike.
Market Outlooks
Slower Growth Ahead
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What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.
Market Outlooks
Workplace ghosting
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Job-seekers are ghosting employers in one of the tightest labor markets in 50 years.
Market Outlooks
Progress with China drives stocks higher
If a trade deal emerges, leading to expectations for GDP and corporate-profit growth, look for a year-end rally.
Market Outlooks
The dollar: Heads I win, tails you lose
The dollar has strengthened even as the Fed has cut rates.
Market Outlooks
'Isn't that what you're supposed to do?'
Worries about oil shock are overblown as trade, Fed dominate market concerns.
Market Outlooks
'Ain't no shame in a pushy broad'
There's been a violent shift from momentum to value. Will it continue?
Fixed Income Insights
Isn't that what you're supposed to do?
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Bond yields have reversed much of the August decline. The reasons are many.
Market Outlooks
'Step away from the television'
Brainwashed investors think things are really bad. That may be good for stocks.