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Market Outlooks
Economic recovery accelerates
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A rebound led by the labor market, housing, autos, manufacturing and consumers.
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
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It starts with the Fed.
Policy and Regulatory Commentary
Behavioral Advisor: Your Investments are Non-Partisan
With the election year fury reaching its apex, it is easy to believe that political outcomes in November will have a significant impact on your investments.
Market Outlooks
Advisor Perspectives: CAPE is a Very Noisy Market Predictor
Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this article, I discuss one of the common mistakes made in this type of analysis and why the cyclically adjusted PE (CAPE), developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.
Market Outlooks
The old college try
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Back to school won't be business as usual this year.
Market Outlooks
It's off to work we go...
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The nation's job market continues to mend.
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
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Vulnerabilities emerge at a potential turning point in its relations with the world.
Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
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Create a safe, legal immigration framework for foreign workers.
Market Outlooks
Behavioural Advisor: Beware Predictions and Magic Elixirs
The market and economy have gone through unprecedented events with a global pandemic, the shut-down of economies, massive government intervention and dramatic market swings.
Market Outlooks
The easy part
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It's over. Now investors will have to deal with rising challenges.
Market Outlooks
The consumer returns
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As the economy recovers, where spending is picking up.
Fixed Income Insights
Seeking opportunities in a 'crooked U' recovery
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Dramatic dislocations offer selective potential upside in fixed-income credit.