Market outlook
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Volatile market? It's not the economy, stupid
Volatile moves in asset prices have left investors running for cover. Does this sell-off represent the start of a major bear market? Read on to find out.
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Tax reform understanding the big changes in the new law
December's tax reform represents the most sweeping overhaul of the U.S. tax code in 30 years. Learn more about the biggest changes—and how they may affect you.
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Economic growth downside risks may outweigh the upside potential in 2018
Last year offered some upside surprises. This year, we believe the economic growth downside risks outweigh the upside risks, a view that might not be embedded into today's market prices.
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Connecting the dots Do FOMC projections suggest an inverted yield curve in 2018
The Fed's plans for interest rate increases in 2018 could be a warning sign for U.S. stocks. See why.
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Trump tax plan may support markets but not economic growth
While momentum for the Trump tax plan gains steam, the proposed cuts are unlikely to boost long-term economic growth for three reasons. Meanwhile, the implications for investors hang in the balance.
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Next Fed Chair Powell: status quo candidate for a status quo economy
President Trump nominated Jerome H. Powell as the next chair of the Fed. Find out what investors can expect once he succeeds current Fed Chair Janet L. Yellen on February 3, 2018.
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North Korea heightened tensions, heightened market risks
How will the standoff with North Korea end? Nobody knows, but our scenario analysis points to five possible outcomes. See what each one may mean for investors—and the world more broadly.
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Can central banks reverse course concurrently?
As easy monetary policy peaks, central banks seem poised to pass the baton over to governments. See why, rather than completing the handoff, they could end up dropping the baton altogether.
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Bitcoin—and other cryptocurrencies—may shake up boring markets
What will it take to send an abnormally low VIX higher? Bitcoin price collapse? Brinkmanship with North Korea? See why risks of a market correction continue to climb—and how investors can prepare.
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Low economic growth—here to stay
There’s a schism about where global economic growth is going, with some analysts arguing a structural break from secular stagnation is under way. See why we disagree—and what it means for investors.
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