Macroeconomics
US Inflation Tracker
US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
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.
Devils, Details, and Market Overhangs
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.
Can Big Tech Earnings Calm Market Fears?
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Sell the Angst, Buy the Tanks?
Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.
Making Market Sense of Rates, Russia and Real Inflation
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Inflationary Doom Loop?
Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.
A Bout of Market Indigestion
Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.
Peak Fed Hawkishness – and Beyond
Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
2022 Policy & Politics Outlook: Bipartisanship to Brinksmanship
With midterm elections looming, our government relations expert lays out the complex dynamics of an exciting and challenging 2022 agenda in Washington, D.C.
Stranger Things: Macro & Market Outlook 2022
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
November Sentiment Swing – Sell Now, Ask Questions Later
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Trick or Treat? October Reversal
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
The Shift from Growth & Value to Business Cycle Investing
Evaluating equity exposures in the context of their response to the business cycle can lead to better portfolio construction.
- November 2, 2021
- David T. Reilly
