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Market Outlooks
Weekly Market Compass: Economic and asset class implications of the Russia-Ukraine crisis
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As I write this, the crisis among Russia, Ukraine and the West has escalated.
Market Outlooks
PMC Weekly Market Brief - February 22, 2022
PMC Weekly Market Brief - February 22, 2022
Market Outlooks
Weekly Market Compass: Inflation and geopolitics increase the pressure on markets
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There’s a Billy Joel song from the 1980s that seems to capture last week rather well.
Market Outlooks
PMC Weekly Market Brief - February 14, 2022
PMC Weekly Market Brief - February 14, 2022
Market Outlooks
Weekly Market Compass: Europe echoes the Fed’s hawkish tone
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There was a gasp heard around the world last week, prompted by the words of Christine Lagarde, president of the European Central Bank.
Market Outlooks
PMC Weekly Market Brief - February 7, 2022
PMC Weekly Market Brief - February 7, 2022
Market Outlooks
Weekly Market Compass: Can the Fed reduce its massive balance sheet ‘in the background’?
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For the past several weeks, imaginations have been running wild about what the Federal Reserve will do this year to help tame rising inflation.
Market Outlooks
PMC Weekly Market Brief - January 31, 2022
PMC Weekly Market Brief - January 31, 2022