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Global Macro Views
January 22, 2020
Economic fundamentals slowed in 2019 but equities soared—where do we go from here?
October 2, 2019
Will slowing industrial activity derail consumers? The answer hinges on the health of 3 key economic drivers.
June 27, 2019
Ominous headlines suggest growing risk on corporate balance sheets, but don’t forget about broader strength in the U.S. consumer.
April 29, 2019
Stable interest rates, low inflation and near-trend growth point to continued equity performance and moderately higher Treasury rates.