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Analysis of evolving market themes.

What happened to value stocks?

Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.

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Bonds rally as the Fed hits the pause button

The outlook for global growth has cooled in 2019.

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Economic Update for July 15, 2019

Economy

  • The CPI increased 0.1% and core CPI rose 0.3% in June, according to the Bureau of Labor St ...

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