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Market Outlooks
Market Week in Review: Pricing pressures ease in the eurozone
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Access our weekly market recap 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
Market Week in Review: 2024 Global Market Outlook: Next stop, the Twilight Zone?
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Access our weekly market recap 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
Market Week in Review: What are the potential threats to U.S. Q4 economic growth?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Fixed income outlook: The case for high-quality ABS
Quick takes on capital markets
Macroeconomic & Geopolitical
Recession indicators: Delayed, not dismissed
Quick takes on capital markets
Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Market Outlooks
Market Week in Review: U.S. Q1 GDP growth revised upward
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.