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Markets and Economy
Shock absorption: 3 signs the economy is picking up from here
Dec 12, 2025
Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.
Markets and Economy
Dec 11, 2025
The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.
Markets and Economy
2026 market outlook: A multidimensional polarization
Against a backdrop of uneven monetary policy, relentless AI expansion and intensifying market polarization, what’s the outlook for equities, commodities, currencies and more?
Markets and Economy
Dec 10, 2025
Dive into in-depth outlooks and forecasts from our analysts and strategists.
Markets and Economy
2026 Year-Ahead Investment Outlook: AI lift and economic drift
See our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.
Markets and Economy
3 reasons we now favor the health care sector
Dec 05, 2025
Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.
Markets and Economy
2026 outlook: Promise and pressure
A seminal new cycle is dawning that will be defined by the promise and pressure of three big forces: AI, fragmentation and inflation.
Markets and Economy
Healthtech sector spotlight: Investment trends and opportunities
Dec 03, 2025
Rising healthcare costs and access challenges create opportunities for innovation. Our report examines venture activity, AI adoption and exit trends.
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