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Market Outlooks
Market Week in Review: U.S. core inflation rises 0.2% on monthly basis
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Why did the Fed lift borrowing costs again?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: What’s the early read on Q2 earnings season in the U.S.?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: CPI data—just how Fed-friendly was it?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.