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Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Market Outlooks
PMC Weekly Market Brief - February 27, 2023
PMC Weekly Market Brief - February 27, 2023
Policy and Regulatory Commentary
The CFPB Saga Continues
Let’s take a look at why GOP lawmakers are so opposed to the CFPB as it’s currently structured.