Market outlook
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The tailwinds of change: Three-minute macro
Inflation is showing signs of moderating, and if history is any indication, that could be a tailwind for equities. We’ve also got eyes on the timeline for a reopening in China, and on Americans’ excess savings, which aren’t excess for everyone.
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The U.S. Federal Reserve reiterates its hawkish bias
Hopes that the U.S. central bank will make a dovish policy pivot soon were more or less dashed at the final FOMC meeting of 2022; however, there's still reason to think that monetary easing may still occur in 2023.
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Outlook 2023: finding value in a challenging economy
The headwinds investors faced in 2022 are unlikely to abate over the near term—but those challenges may offer opportunities. We take a closer look at where we're seeing value in this uncertain market environment.
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Asset allocation view—navigating uncertainty
How should investors approach asset allocation decisions amid rising uncertainty? Manulife Investment Management's multi-asset solution team shares their latest views.
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Don't be so negative: Three-minute macro
Earnings estimates have started to decline, but some sectors are doing far better than others. We also take a look at European trade dependence and how different commodities might perform in a slowing economy.
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What does a strong dollar mean for global growth?
As the world's dominant reserve currency, movements in the dollar can have important implications for the global economy. Learn about the three channels through which dollar strength can shape growth.
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Food price inflation: 10 implications
Food price inflation and the issue of food security have become increasingly important to policymakers and financial markets. We examine how recent developments could shape global growth.
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Service, please! Three-minute macro
Inflation continues to be stubborn, but now we’re focused more on the services component, which is causing the bulk of the pain. Meanwhile, with volatility pretty much everywhere, investors find themselves without many assets to turn to because of rising asset class correlations. Finally, we take a look at the potential of the Brazilian equity market, which looks cheap.
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Global growth outlook: a difficult climb ahead
Inflation remains elevated even as rates rise and growth slows. Learn about the key macro themes that could shape growth in the coming months.
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The Fed remains hawkish, but easing could occur in 2023
The U.S. Federal Reserve's decision to hike rates by 0.75% shouldn't surprise anyone—it was widely expected; however, the bank's latest economic projections caught markets off guard. Read more.
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