August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
Part 2: Crowding Out
Part 3: Oil and Geopolitical Risk
Part 4: The Pig in the Python
Part 5: Navigating Your Portfolio
The outlook for credit amid rising inflation, monetary tightening, and war in Europe.
The risks of tightening into a downturn.
Clues from history on how to successfully end the current surge in prices.
VIDEOS & PODCASTS
Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets.
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