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Fed Easing Cycles and Unsustainable Fiscal Policy: Macro Matters

FICC Focus

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Navigating Investment Strategies in a Strong Economy

This chapter delves into the effects of a robust economy on investment markets, analyzing the interplay between stock and bond correlations and their impact on portfolio volatility. It also discusses the shift towards alternative investment strategies and the complexities of the current labor market, housing dynamics, and consumer sentiment.

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