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Market Outlooks
Global Weekly Commentary: Recession looms as regime takes root
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We’ve argued for a while that we’re in a new macro regime. Central bankers at the recent Jackson Hole forum started to recognize this reality.
Market Outlooks
PMC Weekly Market Brief - September 6, 2022
PMC Weekly Market Brief - September 6, 2022
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, August 2022
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Hear Investment Strategist, Jeff Schulze discuss how we’re at a crossroads where a recession or a soft landing could potentially happen.
Market Outlooks
Global Weekly Commentary: Caution: earnings under pressure
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We see company earnings deteriorating amid a rotation in consumer spending and a sputtering restart. This is partly why we remain cautious on stocks.