US Inflation Tracker

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

February 27, 2024 Jack Janasiewicz - Garrett Melson
2024 Fund Selector Outlook

Fund selectors see an unfamiliar investment landscape in 2024.

February 5, 2024 Dave Goodsell
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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.

January 10, 2024 Jack Janasiewicz
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

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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.

December 15, 2023 Jack Janasiewicz
2024 Institutional Outlook

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

December 5, 2023 Dave Goodsell
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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.

November 17, 2023 Jack Janasiewicz
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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.

October 13, 2023 Jack Janasiewicz
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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 Jack Janasiewicz
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

August 18, 2023 Jack Janasiewicz