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How the Fed and the war are affecting the stock-bond correlation

The economic backdrop we expect over the next couple of years is consistent with a negative correlation between US stock and bond returns, in contrast with earlier this year. Long Run Outlook Drop-In (23 March, 11:00 EDT/15:00 GMT): What will be the lasting impacts of the war in Ukraine? What legacies will the pandemic leave? What does a future of higher inflation mean for economies and markets? Neil Shearing hosts this special discussion with senior economists about the long-term investing outlook on Wednesday. Register here.

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