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Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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The U.S. deficit, interest rates, and private sector interplay

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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