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Smith’s has become a bellwether research company, often predicting significant trends and spotlighting controversial subjects months before they come to light elsewhere. Smith’s provides independent research and third-party analysis for institutional investors.

War, Debt and the Fed

— Scott B. MacDonald, Ph.D. Summary: In the week ahead the key narratives for investors and markets are understanding the Iran war’s economic impact; looking for the emergence of any new “cockroaches” in the private credit market; and discerning how the Fed reaches a decision at its FOMC meeting on

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