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Global Macro Views
October 2, 2019
Will slowing industrial activity derail consumers? The answer hinges on the health of 3 key economic drivers.
June 27, 2019
Ominous headlines suggest growing risk on corporate balance sheets, but don’t forget about broader strength in the U.S. consumer.
April 29, 2019
Stable interest rates, low inflation and near-trend growth point to continued equity performance and moderately higher Treasury rates.
January 16, 2019
Leading economic indicators suggest that economic growth has peaked, though a recession remains in the distance.