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Market Outlooks
PMC Weekly Market Brief - January 27, 2020
PMC Weekly Market Brief: January 27, 2020
Market Outlooks
PMC Weekly Market Brief - January 13, 2020
PMC Weekly Market Brief: January 13, 2020
Market Outlooks
The Market Has a Math Problem
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The market has a math problem—or does it? It all depends on where rates go.
Market Outlooks
Does China Hold the Keys to a Global Economic Bounce?
A late '90s-style reacceleration may not be in the cards.
Market Outlooks
Back to School: Answers to our Most Frequently Asked Questions
Read the full commentary for insight on earnings, data, macro, and other key factors affecting the US economy.
Market Outlooks
What's the Price of Uncertainty?
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Uncertainty & demographics put a premium on cash flow.
Investing Ideas
Strategas Insight: Handicapping the Outlook for US-Sino Trade Negotiations
Market pundits have doubted this bull market every step of the way. Each pullback put into evidence that the cycle had reached its endgame; each recovery off the lows furthered the disequilibrium caused by monetary malfeasance. And yet, not more than two weeks ago the market stood as high as it ever has.
Market Outlooks
Strategas Insight: The "Earnings Recession" that Wasn't
Although nothing new, questions do persist about the long cycle’s durability. A cursory look at recent headlines from the financial press might leave one believing that the worst is upon (and even ahead), as opposed to behind us. However, these headlines diverge from the strength of the underlying economic data which suggest a slowing, but still growing economy.
Market Outlooks
An Improving Narrative?
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Jurrien Timmer April 2019 Commentary: I think the storyline is about to get better for markets
Portfolio Construction Insights
Quarterly Market Update
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Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Market Outlooks
Strategas Insight: Here’s to Ten More Years
Throughout the second half of last year, we highlighted a growing concern over the double-barreled risk of potential policy errors on both monetary and trade fronts. Indeed, data in 1Q2019 has softened.