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2Q18 CIO Commentary

2Q18 CIO Commentary

In this quarter's CIO commentary, we look at Fed rates increases, flattening yield curves, the trade war, and telecom services.

4Q17 CIO Commentary

4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.