Investment Perspectives

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Bond Vigilantes Risk Breaking The Markets

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The global fixed-income rout is worsening.

The Available Alpha In Prioritizing People

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The advantage derived from analyzing human capital provides an exciting new opportunity to capture alpha.

Risks Are Growing Of A Double-Dip 'Vibecession'

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Last year, Kyla Scanlon coined the term to describe the state of the U.S. economy. The vibes are souring anew.

The Investment Implications Of A Rising Federal Deficit

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Higher real interest rates caused by the federal deficit could drag on the economy.

Private Equity Won't Diversify Your Portfolio

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Investing in such funds makes sense if you want more risk and illiquidity--and are willing to pay for it.

More Labor Strife Is Coming To The U.S. Economy

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An uncertain economic outlook makes both workers and employers reluctant to make concessions.

Inflation Or Recession? CEOs Will Decide Next Month

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Companies need to decide how they will deal with increasing pressure on profit margins.

Will The Fed Start Believing In A Soft Landing?

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Five things to watch in the Summary of Economic Projections.

Protectionism Started The Geopolitical Fire

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By undermining the belief in international cooperation, protectionism helped create today's tensions.

Buy Japan, Hold U.S., Sell Europe

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The investment outlook for Europe does not look as attractive as it did earlier in the year.

Structured Products Vs. Direct Investing

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Structured/buffered products give clients peace of mind, but it comes at the cost of substantially lower net returns.

What Shifting Stock-Bond Correlations Mean For Your Money

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A recent paper suggests the relationship of the past quarter century is shifting in an uncertain inflationary environment.

Worried About The American Consumer? Don't Be

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Households are still reaping the benefits of a surge in home equity and aren't in the mood to save.

Fed's 'Last Mile' Of Inflation Fight Will Be No Cakewalk

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A myriad of economic variables add layers of complexity to the central bank's efforts to vanquish accelerating prices.

Breaking Down The Breakout In Oil

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Oil has entered a new uptrend after finally breaking out from nearly a year-long bottom formation.

Market Outlook: Conditions Likely To Improve In Final Quarter

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Despite a weak August and the possibility of a difficult September, conditions remain favorable overall.

Why A Global Recession Is Unlikely

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The gloomy forecasts for the global economy earlier this year were derived largely from past data.

Interest Rates: What Is Normal?

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Inflation is trending in the right direction and the Fed could be near or at the end of its rate-hiking campaign.

Misleading Indicators For Today's Economy

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There is an over-reliance on traditional indicators that just don't work as well in the economy of the early 2020s.

Global Economic Outlook: Slow Motion

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Major economies are heading for weaker but positive growth.

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