Investment Perspectives

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Why Is U.S. Inflation Falling?

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The decline in inflation over the past year was predictable. Standard economic models appear to work, after all.

The End Of Zero Interest Rates

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As recently as 2022, most monetary economists expected interest rates to remain in negative territory indefinitely.

RIP, Recession. Is It Time To Worry About Inflation Again?

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Recent data suggest that economic growth looks likely to accelerate in the quarters ahead.

Looking Back At The Markets In July And Ahead To August 2023

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July was a good month for stocks across the board. August may be more challenging.

Bull Market Investing

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It looks increasingly likely that the U.S. economy will avoid entering a recession in 2023.

The Real Inflation Culprits

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The very central banks that are being praised for reining in inflation played a significant role in causing it.

A Rolling Recession Is Roiling Lots Of Industries

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A growing list of industries are in recession, even if we don't have an official one.

The U.S. Economy Is Great. Stop Worrying About It

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Expansion can always turn into a recession, but strong growth is not by itself cause for concern.

What U.S. Treasury Volatility Means For The Economy

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The gyrations in U.S. government debt are unlikely to disappear but should be manageable.

Reading Between The Lines Of Morgan Stanley's Mea Culpa

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The attention-grabbing part of strategist reports should be separated from the useful information they are trying to convey.

The Inflation Crisis Is Not Over

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With inflation in the United States and around the world finally trending down, cautious celebration is in order.

Bitcoin Through Different, Foreign Lenses

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It would be wise to pay close attention to how the developing world is interacting with Bitcoin.

Investing In AI: Winners And Losers

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Investing in established companies that appear poised to benefit from the longer-term trend is the best strategy to take.

Stocks Are Pricey Even Without Magnificent Seven

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Excluding the tech heavyweights, the S&P 500's price-earnings ratio falls from 28 to 24, hardly a bargain.

Optimizing Personalization Across Advisors' Practices

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Delivering customized experiences and solutions is more critical than ever for serving current and future clients.

Mathematical Attraction Of Stocks Belies Risk Of Ruin

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Most stockpickers suffer from the delusion that they aren't as smart as they think.

Inflation: Don't Pop The Champagne (Yet)

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Let's not celebrate too early as there is a possibility of inflation rebounding later in 2023.

The Soft-Landing Scenario

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A recession, when it eventually arrives, should be relatively mild.

Coastal Real Estate Can't Seem To Price Climate Risk

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Too few homebuyers have the right information to make decisions amid rising sea levels.

Responsible Investing Belongs In Retirement Plans

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Plan sponsors who offer responsible investing choices will gain advantages in employee satisfaction and loyalty.

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