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Market Outlooks
Weekly Investment Commentary: Infrastructure investments could help bridge a recession gap
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It may be time to reduce cyclicality. We anticipate weaker economic growth will translate into a rougher period for corporate earnings, which could put further pressure on equity markets.
Policy and Regulatory Commentary
Why a One-Seat Senate Pickup is a Big Deal for Democrats
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And that’s a wrap. Well almost.
Market Outlooks
PMC Weekly Market Brief - December 12, 2022
PMC Weekly Market Brief - December 12, 2022
Market Outlooks
Weekly Investment Commentary: Oasis or mirage? Equities ponder the economic horizon
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Our base case calls for a continued deceleration of inflation through the first half of next year, although it should remain elevated and well above the Fed’s 2% target.
Policy and Regulatory Commentary
What Washington’s Response to Enron Might Portend for FTX and Crypto
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The question is: Will this new scandal lead to the type of legislation or regulations the Enron debacle did?
Market Outlooks
PMC Weekly Market Brief - December 5, 2022
PMC Weekly Market Brief - December 5, 2022