The January 2018 outlook discusses forces that are helping to keep inflation low.
Despite a steady stream of provocative tweets and eye-catching headlines out of Washington D.C., economic fundamentals remain strong and the credit cycle is still favorable. Inflation is the biggest threat, but for the moment we feel it is under control.
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Is a Flat Yield Curve Bad?
Read our thoughts on the yield curve and inflation.
If you wish to receive historical investment outlooks, please contact us.
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