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Firming inflation data muddies the Fed’s path forward

Are investors’ rate cut expectations too high? This week’s chart explains what’s pulling the markets and the Fed in different directions, which could stoke volatility.

FireSide: What’s happening in Washington?

Head of Public Policy Jason Cole joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors.

FireSide: The middle market—Beyond the limit of public equities

Public small and mid-cap fundamentals have diverged the broader U.S. middle market. We look at how investors can get true exposure to the heart of the U.S. economy.

FireSide: Q4 2023 Research roundtable—Can the growth continue?

Our experts dive in to the latest in commercial real estate, corporate credit and macroeconomic trends.

FireSide: Q3 Research roundup—Navigating market optimism

Our experts dive into their outlooks for macro and markets in the third quarter.

FireSide: Q3 2023 Research roundtable—Rethink what you know

The Investment Research team offers their outlooks for macro, credit markets and commercial real estate.

FireSide: Q2 2024 Research roundup—Adjusting to the old normal

Our experts dive into their outlooks for macro and markets in the second quarter.

FireSide: Multifamily—A rental health check-in

In a new episode of FireSide, Robert Hoffman and Andrew Korz take a deep dive into their outlook for the rental market.

FireSide: Middle market private equity—Greed versus fear

As sky-high valuations continue to define public markets, investors turn to middle market private equity to seek a better balance of greed and fear.

FireSide: Market Madness 2024

In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.
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