Analysis of evolving market themes.
We see a mid-cycle slowdown, but upside on the horizon
As the S&P 500 Index teetered on the verge of a bear market at year-end, we fielded numerous questions about the prospects for an impending recession.
Global growth outlook cools amid higher interest rates and market volatility
The outlook for global growth in 2019 has slipped because of rising real interest rates, trade tensions, and asset market volatility.
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