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Market Outlooks
Global Weekly Commentary: A new playbook for a new regime
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We see the new regime playing out and not going away. Persistent production constraints keep this regime of higher macro and market volatility in place, in our view.
Market Outlooks
PMC Weekly Market Brief - December 5, 2022
PMC Weekly Market Brief - December 5, 2022
Market Outlooks
Global Weekly Commentary: Aging raises cost of curbing inflation
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The share of the U.S. population in work or seeking a job is still below pre-Covid levels.
Market Outlooks
Global Weekly Commentary: Strategic views in the new regime
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Our strategic views of five years and longer are positioned for the new regime of greater macro and market volatility. We go more overweight investment grade (IG) credit on attractive yields and healthy corporate balance sheets that can withstand the mild recession we expect.
Market Outlooks
PMC Weekly Market Brief - November 21, 2022
PMC Weekly Market Brief - November 21, 2022