Macroeconomics
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Macro Outlook: Catalysts, Confidence & Cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
2024 Fund Selector Outlook
Fund selectors see an unfamiliar investment landscape in 2024.
What Really Matters in 2024
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Macro Outlook: Turn the Page
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Rate Cuts on the Horizon?
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
2024 Institutional Outlook
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
Straight Talk on the Treasury Market
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
Cruel September
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Bullwhips and the Extrapolation Effect
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.