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Manager Commentaries

Expect a pause, not a pivot, as savings fuel spending

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.

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High job openings signal wage-price spiral

High job openings signal wage-price spiral

Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.

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Investment updates

By the numbers

The global economy this week


November 21 — Highlights of the past week, from central bank policies to trade and currency trends.

Inflation/Deflation

EUROZONE: Annual inflation climbed to 10.6% in October from 9.9% in September.

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MARKET OUTLOOKS

Most recent


Equity Insights  |  November 1, 2022

Seeking value despite inflation

Capital Markets Outlook  |  Q4/2022

Price stability and credibility

Fixed Income Outlook  |  Q4/2022

As inflation takes root, fixed income opportunities change

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