Inflation
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
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.
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.
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.
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.
5 Ways to Prepare Your Bond Portfolio for a Recession
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
- November 3, 2022
- Mark J. Cintolo
King Dollar and the Double Whammy
Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.
Positioning Portfolios for Fading Inflation
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
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.
Higher for Longer
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
Are We Getting Ahead of Ourselves?
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
Fact Checking the Bears
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
From the Consultants’ Desk: Quantitative Tightening & Bonds
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Revenge Spending and a Market U-Turn
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.
Will There Be a Recession in 2022?
Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.