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Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Market Outlooks
Market Week in Review: Congress passes debt-ceiling deal
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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
Global Weekly Commentary: Markets now accept rate cuts unlikely
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We’ve been saying since the end of 2022 that rate cuts this year would be unlikely as inflation sticks around.
Market Outlooks
Market Week in Review: Debt-ceiling talks continue in Washington, D.C., as deadline looms
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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
Global Weekly Commentary: Public or private? A strategic question
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The banking tumult has reshaped opportunities for income: We now favor private over public credit on a strategic horizon of five years and longer.