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Excellent adventure or bogus journey? How the next recession may unfold

10/01/2019
Markets are struggling. Global growth is slowing. And as attention increasingly turns to the possibility of a recession, it's time to stop pondering when an economic slump will set in, and focus instead on what it may entail.
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Bah humbug: U.S. markets tumble to yearly lows after Fed guidance projects more rate hikes for 2019

19/12/2018
The Fed increased borrowing costs today for the fourth time this year. Could the central bank pause its quarterly rate-hiking cycle in 2019?
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To fear or not to fear the yield curve

11/12/2018
Does the U.S. Treasury yield curve always foretell a recession?
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Russell monthly update

6/12/2018
Here is a summary of investment markets for the month of November 2018.
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2019 Global Market Outlook: The late-late cycle show

5/12/2018
U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy’s budget standoff with the European Commission and Brexit imply that 2018’s volatility should continue into 2019. We believe that 2020 marks the danger zone for a U.S. recession, which gives equity markets some upside in the year ahead. However, late-cycle risks are rising—and monitoring these risks will be critical to avoid buying a dip that turns into a prolonged slide.
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