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Tag: Macroeconomic

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Inflection Points: The Spooked Earnings-Driven Market

For a market delivering record mid-cycle earnings growth, the apathy...

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Ber­lin’s Un­der­sold Big Re­form Pack­age

Berlin’s 34‑point reform program could be a major success because...

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Tightening Fundamentals Bolster Prospects for Copper

Key Takeaways   A collapse in spot treatment and refining...

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Navigating Macroeconomic Volatility in UK Infrastructure Funds

The inherent benefits of infrastructure as an investible asset class...

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Sunshine in the U.S.—For Now

In this monthly series, we take a quick, comprehensive look...

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Living in a Nominal World

As Madonna almost said, we live in a nominal word....

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Another One and Done?

In this monthly series, we take a quick, comprehensive look...

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Weekly House View | US Banks Bleed Deposits

The CIO’s view of the week ahead. As expected, the...

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Weekly Market Update – Staying the Course

Markets this week have been gripped by apprehension over the...

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UK Reaction: Wages Cool as Job Growth Remains Firm

• Unemployment rate was unchanged at 3.7% in January 2023,...

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