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Macroeconomic & Geopolitical
April jobs report: Labor market strength defies Fed tightening
Market response
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.