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Market Outlooks
China Drags Down Global Equities, to Report More Economic Indicators this Week
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China reported last week deflation and significant drops in trade. This week, China is scheduled to release retail sales and industrial production as the government may consider more economic aid.
Market Outlooks
July Ends with Solid Global Stock Gain, US Inflation May Rise
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Natural resource stocks drove July gains with economic stimulus in China. July inflation may rise to 3.3% while core inflation could stay steady.
Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
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Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
US Energy and Financial Sectors Support Stocks, Fed and ECB May Hike Rates This Week
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U.S. equity gains led global regions last week with support from energy and financial companies. Futures trading indicates 0.25% hikes from the Fed and ECB.
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.
Market Outlooks
Market Week in Review: U.S. Q1 GDP growth revised upward
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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
What’s Shaping India? 5 Emerging Trends
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Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?