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Economy
Tesla, Waymo, Uber Lead Charge in $1T Robotaxi Race – Who’s Positioned to Win?
Driverless vehicles are no longer science fiction. The race to dominate the emerging Robotaxi market is heating up as companies push to…
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Cultivating Economic Stability Across Pittsburgh : Neighborhood Allies
In celebration of our partners and the great work they do to advance economic progress for all, we interviewed some of our …
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2-Year Treasury Yield: Upward Trend Suggests Waning Odds for Another Fed Rate Cut
The backup in Treasury yields may be a warning sign that the odds are slipping that the will cut interest rates again at the next policy…
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Multiple Drivers of Bond Market Selloff
10-year yields are up +60bps in the last 6 weeksIn the past 6 weeks, we’ve seen a lot of good news:Macro data have generally…
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3 Key Economic Trends Supporting the Case for Higher R-Star
Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that 5.25%-5.50% was too…
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Gold, Miners: Spectacular Bull Run May Face Multi-Month Correction Risks in 2025
When I am asked about my view as to how markets work, I try to simplify it to the lowest common denominator. So, while many will express…
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S&P 500: This Seasonal MACD Buy Signal Points to a Strong Year-End Rally
Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the…
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How Fast and How Far for Federal Reserve Rate Cuts?
After a 50bp rate cut last month, market speculation surrounding the ’s next move is ramping up – and as the looming presidential…
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Week Ahead: Key Events to Watch Next Week
THINK Ahead in Developed MarketsUnited StatesGiven the backdrop of 3% growth, low unemployment, equity markets at all-time highs, and…
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Classifying a Company’s Country Is Complicated
We have previously talked about the basic ingredients of index construction. One of the ingredients is working out what…
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