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Market Outlooks
Global Weekly Commentary: Caution: earnings under pressure
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We see company earnings deteriorating amid a rotation in consumer spending and a sputtering restart. This is partly why we remain cautious on stocks.
Market Outlooks
Market Week in Review: Inflation eases off. What does that mean for Fed action and recession risk?
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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: Why we like credit over equities
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We prefer investment grade (IG) credit over equities on a tactical horizon as we see a new market regime with higher volatility taking shape.
Market Outlooks
Market Week in Review: Does July’s U.S. jobs report bolster the odds of another big Fed rate hike?
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: Beware behavioral bias in new regime
This piece is approved to use with clients.
Investors are strapped in for a market rollercoaster in a new regime of increased volatility. Views on central bank rates are shuffling fast, as last week’s market reaction to the Fed’s rate hike showed.
Market Outlooks
Market Week in Review: Fed rates, GDP and technical recessions: What does it mean for investors?
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.