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Analysis of evolving market themes.
Economic imbalances could mean deep recession or sticky inflation
A deep recession could have a significant impact on financial markets.
Market performance when the Fed pauses
After embarking on a rapid tightening cycle in March 2022, the Federal Open Market Committee (FOMC) appears poised to pause their interest rate hikes in the middle of this year.
Economic Update for May 30, 2023
Highlights of key economic statistics from last week compiled by Putnam Investments.
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