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.
Trade war and rising rates create headwinds for global economy
The outlook for global economic growth is easing because of protectionist tariffs, weakness in emerging markets, and rising oil prices.
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