Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, and portfolios.
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Q1 earnings season: strength before resilience is tested (May 18, 2026)
What’s next for the U.S. Treasury curve (May 11, 2026)
Macro Pulse: Pricing past the blockade (May 4, 2026)
Around the world: war in Iran and the global economy (April 27, 2026)
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