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Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

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