May 17, 2022
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May 10, 2022
Looking For A ‘Glass Half Full’ After A Tough Month For Markets
Well, there’s no other way to describe April than that it truly was a mensis horribilis. It’s important to share the key takeaways—including some “glass half full” moments.
May 2, 2022
Global Growth, The French Election, And The Fed
Last week was another busy, momentous one. We discuss three key topics: global growth, the French election, and the Federal Reserve’s hawkish comments.
April 26, 2022
Can The Fed Get Comfortable With Elevated Inflation?
April 19, 2022
Market FAQ: Inflation, Monetary Policy, Earnings And More
I anticipate a 50 basis point rate hike in May and see a very good chance of a 50 basis point rate hike in June.
April 12, 2022
Key Metrics To Watch In April
One of the questions I get is about which metrics I like to follow most closely. I have a very long list, but below are a few that I think are particularly relevant right now.
April 5, 2022
What Could A Yield Curve Inversion Mean For Stocks?
While a good indicator of future economic woes, an inverted yield curve has not been a very good timing tool for equity investors.
March 29, 2022
Market FAQ: The Yield Curve, Inflation, Stock Volatility And More
From the US Treasury yield curve, to stock market volatility, to China’s COVID response – I address the latest inquiries.
March 22, 2022
The Fed Is Talking Tough, But Will It Follow Through?
Back in December, the dot plot predicted there could be four rate hikes in 2022. Now, that has almost doubled to seven rate hikes.
March 15, 2022
The Russia-Ukraine crisis: What Investors Are Asking About Oil, Recession Risks, And More
Some inflationary pressures have worsened. This is driven by energy prices as well as other commodity prices due to the Russia-Ukraine crisis.
March 1, 2022
Assessing The Impact Of Economic Sanctions On Russia
Questions are pouring in about what economic sanctions against Russia mean for markets, for inflation, and for the global economy.
February 22, 2022
Higher-Than-Expected Inflation Increases The Risk To Markets
Hopes that inflation pressures would begin to ease were not met today as the Consumer Price Index rose by a higher-than-expected 0.6% in January.
February 15, 2022
Inflation And Geopolitics Increase The Pressure On Markets
Imaginations ran wild last week about how much tightening the Federal Reserve would do in 2022.
February 8, 2022
What Year Is This?
Everyone is trying to determine the historical equivalent to our current environment, and then allocate their portfolios appropriately.
February 1, 2022
Can The Fed Reduce Its Massive Balance Sheet ‘In The Background’?
Last week, the Federal Open Market Committee helped shed a little light on what to expect from the Federal Reserve in the coming year.
January 25, 2022
Have Omicron and the Fed Changed Our 2022 Outlook?
We recently reconvened to assess the impacts of the Omicron variant and the Fed’s hawkish pivot on our 2022 outlook
January 18, 2022
Markets React to The Fed’s Hawkish Turn
The Federal Reserve seems ready to begin reducing its balance sheet soon after “rate hike liftoff.”
January 11, 2022
10 Thoughts About A More Hawkish Fed
The FOMC’s December minutes revealed a more hawkish stance than many investors expected to see from the Fed.
January 4, 2022
The US Debt Ceiling
December 28, 2021
Despite Near-Term Challenges, Our Long-Term View Is Positive
December 21, 2021
What Does the Fed’s Move Mean for Markets?
The Federal Reserve will more aggressively taper its monthly bond purchases and might raise interest rates as many as three times in 2022.
December 14, 2021
We Don’t Anticipate ‘Stagflation’ In 2022. Here’s Why.
What is stagflation? Some investors are concerned. In short, our view is that stagflation is an extremely unlikely scenario in 2022.
December 7, 2021
2022 Investment Outlook: Assessing the Path Ahead
2022 looks to be a year of transition as policies and economies move toward a more normal state. Inflation will likely define the economic and market environment next year.
November 30, 2021
Investors Grapple With Uncertainty As Omicron Rattles Markets
Markets were rattled by the news of the Omicron variant. Stocks sold off, oil prices dropped dramatically, and cryptocurrencies sold off as well.
November 23, 2021
10 Reasons for Investors to Give Thanks
November 16, 2021
Five Reasons Not to Be Fearful of Inflation
Some ugly data points have gotten a lot of attention, which has altered market and consumer inflation expectations.
November 9, 2021
On the Path to Normal
Last week, several things happened that help confirm the view of Kristina Hooper from Invesco US that we’re definitely heading toward a more normal, pre-pandemic world.
November 2, 2021
Nine Things for Investors To Watch This Week
November is starting off with a flurry of activity. Central bank meetings in the US, England, and Australia are expected to create headlines.
October 26, 2021
How Much Pessimism Is Too Much?
Policy error, persistent inflation and COVID variants top the list of investor concerns. Rising vaccinations, positive earnings surprises and a steady Federal Reserve are among the bright spots.
