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Market Outlooks
Weekly Market Compass: After an awful month for stocks, what’s in store for October?
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For those who don’t know me well, I must confess that I am a movie buff — and I enjoy bad movies almost as much as good movies because of their comedic value.
Market Outlooks
Global Weekly Commentary: Putting the yield spike in perspective
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The recent jump in U.S. Treasury yields has spooked investors. Not all yield rises are the same. Yields driven up by rising policy rate expectations may harm equity valuations.
Market Outlooks
Weekly Market Compass: What’s next in the evolving Evergrande situation?
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The China Evergrande situation captured the world’s attention in a big way last week.
Market Outlooks
Global Weekly Commentary: Why we stay pro-risk
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Markets have been jittery amid focus on China’s regulatory clampdown and the prospect of the Federal Reserve tapering its asset purchases.
Market Outlooks
Weekly Market Compass: What to watch this week: The FOMC and Evergrande
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Markets are watching two critical issues this week.
Market Outlooks
Global Weekly Commentary: Debt ceiling showdown redux
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The U.S. needs to soon raise a self-imposed federal debt limit, or the “debt ceiling”, to avoid a debt default.
Market Outlooks
Weekly Market Compass: Markets look for a foothold to climb the ‘wall of worry’
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For the most part, global stocks have had a disappointing run in recent days.
Market Outlooks
Global Weekly Commentary: The importance of getting granular
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Investors are grappling with an unusually wide range of potential economic outcomes beyond the post-pandemic restart, reflected in frequent shifts in equity market leadership and volatile bond yields.