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Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Market Outlooks
Settling in for the Long Haul
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As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.