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Deglobalization Playbook

The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.

Solidifying liquid alternatives

In a market environment where it feels as if nothing is working, liquid alternatives offer valuable opportunities.

Housing challenges create opportunity in CRE?

Housing data has crumbled under rapid Fed rate hikes. This week’s chart looks at how declining housing investment may mean opportunity in CRE.

Macro matters: Are we in a recession?

Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.

Q3 2022 Economic outlook: Recession ahead?

Chief U.S. Economist Lara Rhame tackles the big recession question + her quarterly outlook.
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