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Market Updates

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August 8, 2022

The need to reverse growing pressure on U.S. corporate profit margins may suggest a reset in business hiring and investment that typically triggers recessions. Plus recent legislation attempts to jumpstart a manufacturing comeback, and investor sentiment remains in a bearish zone.

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August 1, 2022

The economy is expected to lose steam until the Federal Reserve stops its aggressive quantitative tightening. The U.S. chip industry requires funding in the hundreds of billions of dollars. Plus, diverging equity and bond volatility sends mixed signals.

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July 25, 2022

Returns for European Equities have exhibited significant dispersion across countries this year. Plus we survey potential market catalysts for the back half of this year, and after 10 Years of Xi ask why Chinese Equity indexes have significantly underperformed global benchmarks.

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July 18, 2022

Economic forecasters continue to mark down their growth estimates while raising the outlook for inflation. In addition, we consider a decay in wealth as a portent of weaker consumer spending, and 25% of the way through ask what lessons we've learned from the 2020s.

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July 11, 2022

We highlight a few possible scenarios that markets may not be fully factoring into prices. Plus underwhelming economic data have continued to sap confidence in the longevity of the expansion, and we consider what shape the recovery for global consumer confidence will take.

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July 5, 2022

Untethered money supply fluctuations have created a new, more volatile environment for asset allocation. Plus we believe U.S. Equities should be at the forefront (and at the core) of portfolios, and we take a midyear look at how performance has varied across asset classes.

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