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Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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Latest Insights

Bonds

Crosscurrents buffet U.S. dollar and Treasury market

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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