Portfolio Insights
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Portfolio Insights
Portfolio Insights
Week in ReviewStrong US Data Lowering Odds of Multiple Fed Cuts
A review of the week’s top global economic and capital markets news
Strategist's CornerShifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Portfolio Insights
Week in ReviewUS Shutdown: No Data? No Problem.
3 October 2025A review of the week’s top global economic and capital markets news
Week in ReviewStrong US Data Lowering Odds of Multiple Fed Cuts
26 September 2025A review of the week’s top global economic and capital markets news
Portfolio Insights
Strong US Data Lowering Odds of Multiple Fed Cuts
A review of the week’s top global economic and capital markets news
Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Portfolio Insights
US Shutdown: No Data? No Problem.
A review of the week’s top global economic and capital markets news
Strong US Data Lowering Odds of Multiple Fed Cuts
A review of the week’s top global economic and capital markets news