US Inflation Tracker

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

September 21, 2023 Jack Janasiewicz - Garrett Melson
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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.

September 15, 2023
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Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson