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Macro matters: Inflation Groundhog Day

Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.

Macro matters: Hot summer / Cooling CPI

In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.

Macro matters: Four key takeaways from a wild week

Read Chief U.S. Economist Lara Rhame’s four big takeaways after a crazy week for markets.

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.

The traditional “40” is broken

Declining rates have left the traditional "40" struggling. Investors need to find ways to fix their fixed income allocation by seeking alternative sources of income, return and diversification.

“Overbloan” concerns?

A closer look at the current state of loan market trends.

Lining up the last days of LIBOR

As year-end approaches, LIBOR’s sunset is finally imminent. We set the stage as markets race to embrace LIBOR replacement rates over the final two months of the year and paint a picture of what the post-LIBOR world will look like.

Leaving LIBOR

The global financial market is transitioning away from LIBOR – a momentous prospect that has raised questions, challenges and concerns. We look at the basics of the current LIBOR rate and usage, the steps underway to introduce a replacement, and what comes next.
Showing 341–350 out of 1013 results

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