Market outlook
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
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The Fed's emergency rate cut—what it can and cannot fix
What's the point of the Fed's emergency rate cut? It won't put an end to supply chain disruption or halt the coronavirus health crisis. But it may put the economy on a stronger long-term trajectory.
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Investment implications of the coronavirus correction
At the time of this writing, fears of the coronavirus are rampant in the markets. We explore market risks and relevant portfolio positioning as the world confronts a potential pandemic.
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Coronavirus update: implications for U.S. interest rates
At the start of 2020, conventional wisdom suggests the Fed was done cutting rates for the time being. Then came the coronavirus outbreak. We list five reasons why the Fed might cut rates soon.
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Coronavirus: what does it mean for financial markets?
Financial markets are reeling as a result of the coronavirus outbreak. While the experience with Severe Acute Respiratory Syndrome (SARS) from some years back suggests calm would be restored soon, good sense and logic can remain in short supply in the meantime.
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Market outlook: three key risks for 2020
Markets are exuding a sense of calm as we head into 2020. What are the key risks that investors could face in the year ahead? Read our latest market outlook.
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Late-cycle investing how to put excess cash to work
For investors worried about late-cycle markets and slow economic growth, balanced 60/40 portfolios may be an option for putting excess cash to work.
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Three interest-rate cuts in three months, is the Fed done?
The Fed delivers its third interest-rate cut in three months—has it done enough to revive U.S. growth and support risk assets? We take a closer look.
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U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
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