First Vice President - Financial Advisor, Consulting Group
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Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
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April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.
The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?
