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Market Outlooks
AOR Update: Labor market cracks emerging
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ClearBridge Investments: Despite continued strong headline numbers suggesting labor market resilience, we believe an upward trend in initial jobless claims signals weakness ahead.
Market Outlooks
What’s Shaping India? 5 Emerging Trends
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Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?
Market Outlooks
Regional Bank Update
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When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Market Outlooks
Is There A Default Playbook?
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In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
Market Outlooks
Markets Calmer Last Week, US Debt Ceiling Talks Expected to Continue This Week
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Equities moved little last week as banking concerns waned. President Joe Biden and House leader Kevin McCarthy are expected to continue talks this week on the U.S. debt ceiling.
Market Outlooks
Weekly Market Update: Global Stocks Decline as Some U.S. Regional Banks Falter, U.S. Inflation Report Scheduled This Week
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Bank unease resurfaced again last week. U.S. inflation is expected to be flat, while core inflation may fall slightly.
Market Outlooks
Investment Perspective: Approaching Stall Speed
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We favor high yield bonds and natural resource stocks as inflation still shows persistence, earnings expectations deteriorate and worries mount over a stalling U.S. economy.