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Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
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The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Policy and Regulatory Commentary
2023: 2008 All Over Again?
What Happened to Silicon Valley Bank and Is It 2008 Again?
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
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European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.