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Market Outlooks
Recession, Inflation, and Duration Considerations
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Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 within the fixed income asset class? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
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Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.
Market Outlooks
Market Week in Review: Key takeaways from conflicting U.S. economic data releases
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Policy and Regulatory Commentary
Financial Stability, the Super Bowl, and Cryptocurrency
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If you watched the Super Bowl last weekend, you enjoyed a great game (unless you’re an Eagles fan.) But did you notice the one thing that was missing? That’s right: cryptocurrency ads.
Market Outlooks
Market Week in Review: Unpacking the latest rate increases from key central banks
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Market Week in Review is a weekly market update 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
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.