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Insights Library

Housing market data continued to decline in the most recent round of releases.

Over the last few months, we have been writing about a rising probability that economic growth will slow down on...
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Higher Rates, Higher Yields, and Higher Distress

We have all become painfully aware that the bond market has experienced the most difficult first half many investors have...
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Inflation is negatively impacting consumer demand which could lead to weaker corporate profitability.

Elevated inflation, particularly in food and energy, is taking up a greater portion of consumers’ disposable income which can lead...
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The U.S. Dollar is reaching multi-year highs versus several developed market and emerging market currency pairs.

U.S. Dollar exchange rates have implications for the trajectory of global economic activity. The majority of global businesses rely on...
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Investment Outlook 2nd Quarter 2022

Equity and fixed income investors faced headwinds in the second quarter that were eerily similar to the first quarter, yet...
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