US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

May 11, 2023 Jack Janasiewicz
Capitalizing on Steady Turbulence

Current interest rate and volatility dynamics enable index options-based strategies to generate meaningful cash flow and improved risk-adjusted return.

May 10, 2023
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  • Between Rocky Volatility and an Inflationary Hard Place

    Gateway’s Chief Investment Strategist analyzes historical bond market data for clues to real returns in high-inflation environments.

    April 25, 2023
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    Bank Failures and Narrative Whiplash

    Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.

    April 12, 2023 Jack Janasiewicz
    Higher for How Much Longer?

    Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

    Implications of Credit Suisse Takeover by UBS for Bond Investors

    Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

    March 23, 2023
    Can Confidence in the Financial System Be Restored?

    As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.

    March 21, 2023 Jack Janasiewicz - Garrett Melson
    March Madness: Top Picks for Fixed Income Investing

    Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

    March 20, 2023 Mark J. Cintolo
    The Market Giveth, the Market Taketh

    Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

    March 10, 2023 Jack Janasiewicz
    Historical Analysis of Market Drawdowns

    Gateway’s Chief Investment Strategist analyzes 60 years of stock market data following significant drawdowns for clues to performance in 2023 and beyond.

    February 28, 2023
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  • Option Writing Premiums: Bright Spot in a Dark Year

    Gateway’s Chief Investment Strategist describes how the volatility across stocks and bonds in 2022 was beneficial for index option writing strategies.

    February 27, 2023
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    Goldilocks vs. the Bears

    Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

    February 14, 2023 Jack Janasiewicz
    Looking Beyond High Yield Bonds for Higher Returns

    See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

    February 6, 2023 Mark J. Cintolo
    Ruminations on SEC Rulemaking

    ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

    January 13, 2023
    Disinflation Pipeline and the Phillips Curve Fed

    Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

    January 10, 2023 Jack Janasiewicz
    Runway for a Soft Landing?

    Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

    December 14, 2022 Jack Janasiewicz
    Expect Positive Trends for Corporate Bonds in 2023

    Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

    December 13, 2022 Garrett Melson
    Outlook or Look Out! Macro Analysis for 2023

    Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

    December 9, 2022 Jack Janasiewicz - Garrett Melson
    What’s Ahead for Global Equities in 2023?

    Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

    November 30, 2022 Chris D. Wallis
    Is the Index Option Market Creating Volatility?

    Gateway’s Chief Investment Strategist examines how the use of “zero days to expiration” index option strategies may be fueling equity market volatility.

    November 17, 2022
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    Public Enemy #1: Inflation

    Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

    November 8, 2022 Jack Janasiewicz
    Are Equities On Sale?

    Gateway’s Chief Investment Strategist examines today’s low price-to-earnings ratio of the S&P 500® in the context of historical equity returns.

    October 18, 2022
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  • Positioning Portfolios for Fading Inflation

    As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

    October 7, 2022 Mark J. Cintolo - Sean Kaukas
    Monetary Policy Outlook Lifts Volatility Expectations

    Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.

    September 27, 2022
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    Are We There Yet? Pulse Check: Macro, Markets & Inflation

    Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

    September 15, 2022 Jack Janasiewicz - Garrett Melson
    Market Drivers and Value in Global Equities

    What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

    July 29, 2022 Chris D. Wallis
    A New Era? Volatility and Market Performance Since 1960

    Gateway’s Chief Investment Strategist analyzes six decades of stock and bond returns, providing historical context for the first six months of 2022.

    July 21, 2022
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  • Strategist Outlook: The End of Easy Money

    With recession looming, central bank policy is a linchpin in H2 prospects.

    July 19, 2022 Dave Goodsell
    Welcome to the Meh Market

    After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

    August 8, 2019 Dave Goodsell