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Content Type: Weekly Market Commentary

Tariffs, Then Dollars or Investments

Firms Are Investing in AI, but the Impact Is Uncertain Thus Far

Venezuela Developments and Their Potential Implications for Energy Markets and Investments

Five Charts to Remember 2025

Charts of the Week: Further Rate Cuts are Unlikely

Charts of the Week: The US Stock Market’s Terrible, Horrible, No Good, Pretty Great Year

Late Cycle Markets With Early Cycle Policy in Six Charts

Calling The Top? Two Contrarian Charts About Last Week’s Sell-Off

Households Are in Good Shape

Current State of US Housing Market

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