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Analysis of evolving market themes.

We see a mid-cycle slowdown, but upside on the horizon

As the S&P 500 Index teetered on the verge of a bear market at year-end, we fielded numerous questions about the prospects for an impending recession.

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Global growth outlook cools amid higher interest rates and market volatility

The outlook for global growth in 2019 has slipped because of rising real interest rates, trade tensions, and asset market volatility.

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Economic Update for March 25, 2019


  • Existing home sales surged 11.8% in February, according to the National Association of Rea ...

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