2025 Outlook: This is Not a Landing (Robeco)
Instead of plunging into recession, the US economy seems to be moving from strength to strength in 2024, expanding…
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2025 Capital Market Assumptions (Verus Investments)
Capital Market Assumptions guide our advice and recommendations. They reflect the best judgments of our research…
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Trump's Win and Expected Stock Returns (Rational Reminder Podcast)
What does Trump’s re-election mean for the markets? In this episode, Ben and Mark explore The Presidential Puzzle…
Outlook 2025: Time to Deliver (Barclays Private Bank)
In the following chapters, we look at what the growing pace of rate cuts by US and European central banks might…
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