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Author: Jason R. Vaillancourt, CFA, Global Macro Strategist

How markets could react to Fed and ECB meetings
Asset allocation Outlook

How markets could react to Fed and ECB meetings

A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard.

Market volatility returns to “old” normal
Asset allocation Outlook

Market volatility returns to “old” normal

Our outlook for stock market volatility sees the levels reached in 2018 continuing, in part because these levels were close to the long-term norm.

Watch the euro as Italy votes
International

Watch the euro as Italy votes

We are watching the referendum in Italy this weekend for yet another existential crisis for the euro.

Italy’s bank troubles challenge EU
Outlook

Italy’s bank troubles challenge EU

Troubled banks in Italy pose a new challenge to the EU, one that has been compounded by the U.K.’s vote in favor of Brexit.

Constrained credit threatens growth
Outlook

Constrained credit threatens growth

Stock market rallies often need to climb a wall of worry, and we see that wall getting higher.

Markets sharpen focus on fundamentals
Asset allocation

Markets sharpen focus on fundamentals

Concerns linger that the causes of the August market selloff could continue to trouble markets, but it’s important to consider fundamentals.

Why a bond allocation still matters
Asset allocation

Why a bond allocation still matters

With some investors questioning the merits of maintaining a bond allocation, our investigation of asset correlations provides insights.

Why energy prices may stay weak
Macroeconomics

Why energy prices may stay weak

While energy consumption had been relatively stable in the developed world, supply has continued to expand.

Don’t expect a “heads up” from the Fed
Outlook

Don’t expect a “heads up” from the Fed

The Fed’s rate hike will probably come without warning.

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