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Macroeconomic & Geopolitical
The inflation dilemma
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Should the Fed be more concerned?
Market Outlooks
The energy-inflation connection can't be ignored
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There's only so much innovation can do as accelerating growth drives up demand.
Market Outlooks
Market Week in Review: Lower for longer: Fed reasserts accommodative stance on interest rates
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Could the U.S. economy grow by 7% this year?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Policy and Regulatory Commentary
Patience required: How the close vote count may (or may not) impact markets and investors
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
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The race could tighten but whatever happens, the market should be fine.
Policy and Regulatory Commentary
Looking forward
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The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
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A growing federal deficit could be concerning if inflation starts to heat up.
Market Outlooks
Economic recovery accelerates
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A rebound led by the labor market, housing, autos, manufacturing and consumers.