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Analysis of evolving market themes.
U.S. recession outlook as China reopens
We outline possible scenarios for inflation and recession in the year ahead and how global forces play roles.
Expect a pause, not a pivot, as savings fuel spending
In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.
Economic Update for January 30, 2023
Highlights of key economic statistics from last week compiled by Putnam Investments.
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