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Analysis of evolving market themes.
Why Gaza war has not yet caused an oil price spike
The calamity of war in Gaza since early October has so far had a more muted impact on oil prices than might have been expected. We analyze the market and share our outlook.
High rates and lower bank lending may lift BDCs
Tighter bank credit conditions may drive new growth opportunities for some business development companies (BDCs).
Economic Update for November 20, 2023
Highlights of key economic statistics from last week compiled by Putnam Investments.
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