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On the challenges of forecasting interest rates in uncertain markets.
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
Why copper prices have recently been hitting record highs, and implications for investors.
How REITs fared through the pandemic and how they are positioned as economies reopen.
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.