Economy
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.
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.
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.
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.
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?