Viewpoints about Three-minute macro
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Three-minute macro: what’s driving earnings?
The drivers of equity market performance so far this year look very different than last. We’re also mindful of a potential cooling in the housing market, while we expect major financial institutions to keep track of inequality issues going forward.
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Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create problems for equity investors, while COVID-19 may exacerbate inequality issues. Read more.
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Three-minute macro – February 2021
Speed of vaccinations is a factor in the reopening, but we’re also closely watching manufacturing activity in China.
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