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Policy and Regulatory Commentary
SCOTUS Rulings: Past And Preview
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Before adjourning, the nation’s highest court issued some big decisions that could have serious implications for businesses...
Policy and Regulatory Commentary
Weekly Allon Blog: Who Will Be On The Presidential Debate Stages?
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What are early polling numbers telling us about the GOP and Democratic presidential primary races and who will be included in the primary debates?
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
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However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
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Market response.
MarketScape: Why Stocks May Stall Globally
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Looming recession in the U.S. and Europe, high interest rates and elevated U.S. valuations could challenge global equity returns.
MarketScape: The Fed Paused, but It Probably Will Hit Play Again Soon
The Federal Reserve took a break after a streak of 10 straight rate hikes, but the inflation fight appears far from over.