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Market Outlooks
Student of the Market: February 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Stumbling to new inflation fight phase
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Central banks are stumbling into a nuanced phase of policy tightening after major macro events last week.
Market Outlooks
Global Weekly Commentary: Higher rates reinforce income’s appeal
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Major central banks are set to hike policy rates again this week and keep them higher, counter to market views for cuts this year.
Market Outlooks
2023 Outlook: A Pivotal Year
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Northern Trust expects turbulence as inflation and monetary policy fears pivot to a weak global economy, but also to lower inflation and central bank pauses.
Market Outlooks
Investment Perspective: Watching Wages
Inflation tied to wage growth remains resistant to central bank taming.
Market Outlooks
Global Weekly Commentary: Market view too rosy – for now
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Markets have leapt ahead this year, driven by China’s reopening, falling energy prices and slowing inflation.