We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
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The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
December 1, 2025
Market week
June 1, 2023
Global insight weekly