Putnam Perspectives: Analysis of evolving market themes.

Why investor pessimism may be a good sign

Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.

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What two of the best recession signals say today

Two indicators can give the quickest read on whether a recession may be near.

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Why Brazil's crisis creates new concerns

The revelations of May 17 may pose a threat to President Temer's administration, and therefore a threat to Brazil's short- and medium-term economic outlook.

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