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Market Outlooks
Weekly Investment Commentary: A climate change for markets
This piece is approved to use with clients.
As the largest climate-related legislation in U.S. history, the IRA should be integral to global decarbonization.
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
PMC Weekly Market Brief - February 13, 2023
PMC Weekly Market Brief - February 13, 2023
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
This piece is approved to use with clients.
Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
This piece is approved to use with clients.
In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
PMC Weekly Market Brief - February 6, 2023
PMC Weekly Market Brief - February 6, 2023