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Market Outlooks
Global Weekly Commentary: Why we still prefer stocks over bonds
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Equities have fallen hard this year on the prospect of rapid rate increases to rein in inflation, the tragic Ukraine war and a slowdown in China.
Market Outlooks
Global Weekly Commentary: A rebalancing act to reduce risk
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We nudge down risk on a worsening macro outlook: the commodities price shock and a growth slowdown in China.
Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.