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Inflation Blues: Fed Keeps Rates Near-Zero, Officially Adopts Average Inflation Targeting
Market Commentary

Fed maintained rates at near-zero, while also updating its summary of economic projections; now expecting a shallower economic contraction, but a slower recovery thereafter.
Market Commentary

Major tech-focused shares fell after helping drive the fastest stock market recovery in history.
Election 2020

Despite the slow pace of negotiations, we continue to think a deal will be struck this month.
Market Commentary

Let’s take a look at how recent developments may have impacted long-term returns for stock market investors.
Election 2020

Here’s what we’re keeping an eye on in the weeks ahead.
Market Commentary

Economies and markets whipsawed in the first half of 2020. Here’s what we expect for the rest of the year.
Bond Insights

Interest rates are likely to stay low as markets try to bridge the economic gap to the new normal.
2020 Mid-Year Outlook: Global Stocks and Economy
Market Commentary

In our 2020 Global Market Outlook, we cited many indicators pointing to heightened risk of a recession; now we highlight increasing signs of a recovery from one.
Market Commentary

Cyclicals typically lead the market higher when stocks rebound from a bear market and recession—but not this time.

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