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Market Outlooks
Global Weekly Commentary: Downgrading stocks, upgrading credit
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We think the Great Moderation is over.
Policy and Regulatory Commentary
How a Supreme Court Climate Decision Could Materially Impact Financial Services
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Last week, the Supreme Court of the United States (SCOTUS) issued a bombshell ruling on the Environmental Protection Agency’s (EPA) Clean Power Plan (CPP).
Market Outlooks
10 Charts to Explain Today's Market
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To support client conversations on the challenging investment environment, we provide slides to help offer perspective on volatility, global challenges, and more.
Market Outlooks
Global Weekly Commentary: An era of higher commodities prices
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We see an era of structurally higher commodities prices ahead.
Market Outlooks
Global Weekly Commentary: Outlook Forum debates new regime
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Global growth and inflation concerns are keeping investors up at night.
Policy and Regulatory Commentary
2024 Is Just Around The Corner
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There are just 132 days until the 2022 midterm congressional elections — and only 860 days until the 2024 presidential election.