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Market Outlooks
Weekly Macro Update: No Stopping China’s Restocking
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FIFO gives China the global distribution edge across export sectors, even those that fell.
Market Outlooks
Weekly Investment Commentary: Stocks again reach records on easing Fed concerns and infrastructure hopes
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Global equities rebounded following the prior week’s volatility, with stocks showing strong gains as investors resumed their risk-on mode.
Market Outlooks
Inflation considerations: preparing income portfolios for the next risk
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How can investors manage the possible risks while also positioning portfolios to take advantage of the shifting environment?
Market Outlooks
Weekly Investment Commentary: We expect the reflation rally to resume
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Global equities faced increased volatility last week in light of the Federal Reserve’s more-hawkish-than-expected policy meeting.
Market Outlooks
Weekly Investment Commentary: Equities notch new highs despite hot inflation data
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Global equity markets were mostly positive last week.
Market Outlooks
Don’t panic about rising rates
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While rising rates do cause bond prices to decline, higher yields may benefit diversified portfolios over time.