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Market Outlooks
Global Weekly Commentary: Opportunities in globalization rewiring
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Last week’s bond yield jump and stock tumble underscore we’re in a new regime of greater volatility. A renewed focus on U.S. fiscal challenges and surprise policy tightening in Japan have stirred up volatility in developed markets (DM).
Market Outlooks
Global Weekly Commentary: Tighter policy all around
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The Bank of Japan surprised markets last week after it tweaked its yield curve control policy again, joining a tightening wave across developed markets (DM).
Market Outlooks
The Long View: Who's Right?
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The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
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The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.
Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
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
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Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.