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Capital Markets Outlook  |  Q2 2018

For the markets, trade trumps inflation

For the markets, trade trumps inflation

The popular narrative of the February market correction focused on inflation. We have a different interpretation.

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Fixed Income Outlook  |  Equity Outlook

Putnam Perspectives

The broader meaning of a better earnings harvest

The broader meaning of a better earnings harvest

We believe the earnings recession in 2015 and the first half of 2016 marked the beginning of a new earnings cycle.

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