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Analysis of evolving market themes.
How markets could react to Fed and ECB meetings
A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard.
Cracks emerge in Europe's resilience
Recent economic data and the outlook for energy supplies are casting doubt on whether Europe has the resilience to withstand a recession.
Economic Update for August 15, 2022
Highlights of key economic statistics from last week compiled by Putnam Investments.
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