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    October 31, 2022

    Global | An overly abrupt adjustment process

    Fixed income and equity markets alike have reported losses this year, largely due to the doggedness of the monetary authorities in combating rampant inflation, even if that means sacrificing growth.

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    December 11, 2017

    U.S. | Are Equity Prices Overvalued?

    The stock market is not significantly overpriced after controlling the effect of imminent corporate tax cuts. No visible credit bubble for domestic debt. The deleveraging of households and financial institutions is effective

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