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Market Outlooks
Global Weekly Commentary: Sour Fed growth view not dour enough
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Many central banks, like the Fed, are still solely focused on pressure to quickly get core inflation back to 2% without fully acknowledging how much economic pain it will take in a world shaped by production constraints.
Market Outlooks
Market Week in Review: Aggressive Fed rate-hiking campaign spooks markets
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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
Global Weekly Commentary: Sticking with reduced risk taking
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The new regime of macro volatility is playing out. Business activity is slumping and higher inflation persists.
Market Outlooks
Market Week in Review: Is inflation peaking in Europe?
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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
Student of the Market: September 2022
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Energy shock spurs Europe's recession
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The energy crunch will drive a recession in Europe, as we’ve argued since March. The crisis has worsened since then as Russia has halted gas supplies.
Market Outlooks
Market Week in Review: The European energy crisis deepens. Could it trigger a recession?
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.