Market outlook
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Probability of a rate cut rises, but it’s unlikely to be in July
The latest Fed meeting offered hints about the future trajectory of rates, and we're standing by our view that the next change made will be a stimulative cut—it just may not happen as soon as some investors might hope. Read our complete analysis.
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Why China's rising tide isn't lifting emerging-market boats
China’s latest stimulus appears to be a stabilizing force for the nation’s economy amid rising trade tensions, but it may not do much to lift other emerging markets or the global economy.
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U.S-China trade war escalates, but U.S. recession remains unlikely
The U.S.-China trade war shows no sign of abating. As the negative effects of the dispute trickles down to the economy, will it move us closer to a recession?
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The U.S.-China trade war—what could drive further market volatility
What could drive further market volatility now that the U.S.-China trade war has heated up again? Our market strategists discuss key indicators to watch.
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U.S. interest rate: there's no need for the Fed to step on the gas
As the economy displays signs of renewed strength, is the Fed right to shift into neutral gear? Or should U.S. interest rates head lower?
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What to do as momentum investing stalls
Momentum investing shows shortfalls in single-factor strategies. What’s worked on the way up hasn’t always worked on the way down. Find out why—and what to do now.
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4 strategies for late-cycle investing
Late-cycle markets are often not as forgiving as those at the start of a cycle. We look at four strategies that have helped investors weather the turn.
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Three ways you know you're late in the economic cycle
Whether the business cycle turns in 2019 or later, it’s clear we’re in the late stages. We look at three tell-tale indicators that explain why.
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What shutdown what slowdown
Between the U.S. Federal Reserve meeting on Wednesday and today’s jobs report, investors have had quite a bit of news to digest this week. We take a closer look.
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Trump, tech, and trade
Corporate earnings could be at risk if the Trump administration decouples the U.S. supply chain from China as the countries compete for economic leadership.
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