Is Inflation Poised to Roll Over?

Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.

US Inflation Tracker

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

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Policy & Politics Podcast Midterms 2022: A Wild Ride Ahead

Government affairs specialist Susan Olson and political expert Bob Marsh dive into the issues, the Trump factor, and shifting momentum of Midterms 2022.

An Examination of the 2022 Midterms: A Wild Ride Ahead

Government affairs expert Susan Olson analyzes what promises to be an unpredictable midterm given unprecedented issues, Trump, and plain old math.

Investment Outlook: A Cautious View Amid Continued Fed Hiking

More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.

  • October 21, 2022
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Policy & Politics Podcast: A Deep Dive into Today’s Housing Market with an Industry Expert

Susan Olson talks housing with an industry expert. Despite short supply, rising interest rates, and regulatory challenges, the long-term view is optimistic.

Fixed Income Dashboard

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

The Inflation Reduction Act of 2022 Summarized

Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.

Are We In A Recession?

Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.

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.

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.

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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

  • March 30, 2022
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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.

Beyond Transitory: Inflation Takes Center Stage in 2022

As inflation continues to hit new highs, should investors be concerned?

  • January 27, 2022