Beyond Bulls & Bears

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Global Economic Perspective: November

We continue to believe there is a possibility that US rate increases could come faster than the market has been forecasting until recently.

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The Implications of Easing

For now, we believe the most recent easing efforts of Japan and the ECB should offset concerns about the end of the Fed’s QE programs and that these efforts will continue to provide liquidity to the markets. But, we’ll be watching for any unwelcome aftershocks.

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Has Europe’s Recovery Story Turned Back a Page?

If anything, recent weakness—particularly compared to the relative strength of the US market—has only served to strengthen the value case for European equities, in our view.

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UK Recovery Confronts Market Headwinds

It’s important to the United Kingdom that Europe, one of the United Kingdom’s major trading partners, stays on track so the UK economy can continue to achieve a more balanced, sustainable recovery.

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October’s Market Ups and Downs Put Into Perspective

In the United States, I think a big part of this recent equity market selloff, particularly the violent nature of it in October, is an indicator that perhaps the scars from the 2007–09 financial crisis still are fairly deep.