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Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
This piece is approved to use with clients.
We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Macroeconomic & Geopolitical
Recession indicators: Delayed, not dismissed
Quick takes on capital markets
Market Outlooks
Student of the Market: July 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
This piece is approved to use with clients.
Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.