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Tags: Inflation

July 7, 2023
The Global Economy: Too Good to Be True?
Kristin Bradbury assesses the global economy in 2Q23 and what it might hold for the rest of the year.
May 16, 2023
Higher Interest Rates Work! That’s Good, Right?!
Jay Kloepfer analyzes the U.S. and global economy in 1Q23 and the outlook for rates, GDP, and inflation.
February 16, 2023
Is a Recession Inevitable in 2023?
Jay Kloepfer analyzes the U.S. economy in 2022 and the outlook for inflation, GDP, and interest rates in 2023.
November 9, 2022
Mayhem Continues in the Capital Markets
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
September 22, 2022
PCE and CPI: What’s the Difference?
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
August 5, 2022
Recession—Are We There Yet?
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.
July 26, 2022
The Fading Unicorn: How Volatility, Inflation, and Rate Hikes Impact Venture Capital
Ashley Kahn explains the impact of rising inflation, interest rate hikes, and market volatility on venture capital portfolios.
July 22, 2022
Bubbles Bursting Everywhere
Janet Becker-Wold explains how recent bubbles inflated and what their popping means for institutional investors.
June 8, 2022
Rising Interest Rates Spur Look at Structured Credit
Our Global Manager Research group explains the potential appeal of structured credit in a rising rate environment.
May 11, 2022
Geopolitical Upheaval and Unsettled Markets
Jay Kloepfer analyzes the U.S. and global economies at the start of the year amid geopolitical upheaval and market volatility.
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