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Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.
We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done.
While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?
As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.
As the Fed remains hawkish in the face of recessionary warning signs from markets, we look for possible turning points in the year ahead.
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.
As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.
Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.
The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.
U.S. markets could change course more quickly, and in different ways, than investors might assume.
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