Global growth should remain positive, but slow, and contribute to lower investment returns.
Markets and Economy
Markets continued to grind higher in the dog days of summer, but subtle winds of change could be brewing.
After reaching record highs, stocks may grind slowly higher, says Jurrien Timmer, director of global macro.
Business Cycle Update
Modest global growth and inflation surprises may dampen Treasury and high-dividend-paying stock rally.
The stock market and economic outlook may depend on Federal Reserve and central bank decisions across the globe.
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