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    Hot CPI, Cold Shower: Inflation Rattles Wall Street

    Lower oil prices will help in the months ahead, but peace is not here yet...

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  • Q&A

    Did AI abolish the business cycle?

    So far, that appears to the case. The more important question is: how long will that continue? AI Infrastructure Spending Is The Only Growth...

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  • Insights

    Commodities Forecast

    If this forecast is correct, it will be negative for stocks and ETFs tied to commodities, which have been strong since...

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  • 2 NEW WEBINARS

    2 New Webinars -- 2026 Outlook & Q&A

    Our two new webinars discussing our 2026 Outlook are available now to all Members...

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