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Market Outlooks
Weekly Macro Update: Investor’s Guide to the Second-Most Important Economic Challenge
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After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
Market Outlooks
Weekly Macro Update: Don’t Forget the Winners & Losers that Weren’t on the Ballot
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Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
Market Outlooks
Weekly Macro Update: Don’t Just Follow The Ball
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Careful investors know to look where no one else is looking. This week is no exception.
Market Outlooks
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Market Outlooks
Weekly Macro Update: Choosing Trump or Biden
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Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
Market Outlooks
Weekly Macro Update: The Pandemic Productivity Shock
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Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
Market Outlooks
Weekly Macro Update: How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
Market Outlooks
Weekly Macro Update: The Biggest Threat to the Global Recovery Lies Beneath This Dome
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Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
Market Outlooks
Weekly Macro Update: Investors Beware! Trump & Biden Agree On Something!
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China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Market Outlooks
A New Monetary Policy
Last Thursday, while almost 24 million Americans were gearing up to watch President Donald Trump’s Republican National Convention speech and the literal fireworks that followed, Federal Reserve Chair Jerome Powell gave an historic speech of his own that sent rockets around the monetary policy world.