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Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Market Outlooks
Student of the Market: July 2023
Stay on top of the changing market environments by learning from their historical parallels.
Fixed Income Insights
Weekly Fixed Income Commentary: Economic data leave Treasury yields mixed
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U.S. Treasury yields rose last week amid positive economic data.
Market Outlooks
Weekly Investment Commentary: Can earnings continue to bend without markets breaking?
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Earnings growth looks poised to decline for the third quarter in a row and may mark its biggest drop since the second quarter of 2020.
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
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Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.
Market Outlooks
Global Weekly Commentary: New regime, new opportunities
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We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.