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Despite risks around inflation, slowing growth and government-shutdown uncertainty, corporate earnings could still help support equity markets.
Fresh tariff warnings on China drove U.S. Treasury yields lower while rattling credit markets.
While we’ve experienced unanticipated bumps on the final approach to the runway in the form of increased policy uncertainty and market volatility, today’s directional dynamics still point to the same or similar investment themes we saw at the start of the year.
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