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BlackRock: Looking For Liftoff? Emerging Markets Already Have It
Many central banks have started raising rates to fight inflation, opening up debt opportunities while promoting caution on broad emerging stocks.
Brinker Capital: Do As The Economy Does, Not As Sentiment Says
The U.S. consumer is increasingly pessimistic but spending at a record pace, with sentiment dropping to a decade low despite sharp increases in sales.
Matson: Is The United States Headed For Disaster?
Could the infrastructure and spending plans of the administration cause an unmitigated disaster? This is not the time for investor overconfidence.
Dynamic: An Advisor's Silver Linings Playbook
These things have led to fears around volatility, rising COVID, interest rates and economic weakness. But every market cloud has a silver lining.