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Global Macro Views
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.
January 16, 2019
Leading economic indicators suggest that economic growth has peaked, though a recession remains in the distance.