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Market Outlooks
Global Weekly Commentary: Downgrading stocks, upgrading credit
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We think the Great Moderation is over.
Market Outlooks
Global Weekly Commentary: An era of higher commodities prices
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We see an era of structurally higher commodities prices ahead.
Market Outlooks
Global Weekly Commentary: Outlook Forum debates new regime
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Global growth and inflation concerns are keeping investors up at night.
Market Outlooks
Global Weekly Commentary: Central bank blitz to hit growth
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We see the Fed on a path to raise rates far enough this year to hurt growth. The U.S. activity restart from the pandemic could grind to a halt in coming quarters.
Market Outlooks
Global Weekly Commentary: Why we’re not buying the dip in stocks
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U.S. stocks have suffered the biggest year-to-date losses since at least the 1960s. That’s ignited calls to “buy the dip.” We pass, for now.
Market Outlooks
Student of the Market: June 2022
Stay on top of changing market environments by learning from their historical parallels.