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Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Market Outlooks
Market Week in Review: Is a 50-basis-point Fed rate increase back in the cards?
This piece is approved to use with clients.
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
Global Weekly Commentary: Europe: Sticky inflation favors income
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European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.
Market Outlooks
Market Week in Review: Key watchpoints for investors as China’s annual parliament meeting kicks off
This piece is approved to use with clients.
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
Global Weekly Commentary: Pockets of value in stocks as rates rise
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Growth stocks have led the U.S. equity rally so far this year, halting outperformance in 2022 by value equities.
Market Outlooks
Market Week in Review: What’s fueling the recent volatility in U.S. markets?
This piece is approved to use with clients.
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
Global Weekly Commentary: Seeking income and staying nimble
This piece is approved to use with clients.
We entered 2023 arguing the new macro regime required more nimble portfolios.