US Inflation Tracker

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

March 20, 2023 Jack Janasiewicz - Garrett Melson
Debt Ceiling: What Investors Need to Know

From “extraordinary measures” to the likelihood of a government shutdown – everything you need to know about the debt ceiling.

February 13, 2023 Jack Janasiewicz - Garrett Melson
Outlook: A Volatile Start Could Present Opportunities in 2023

Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.

February 3, 2023
Interest Rates 2023: Hike, Pause, Hike?

Persistent service and labor-related inflation may result in additional interest rate hikes in 2023 after a pause to allow the lagging data to catch up.

January 4, 2023 Jack Janasiewicz
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.

December 21, 2022 Garrett Melson
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.

December 9, 2022 Sean Kaukas
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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.

October 26, 2022 Susan R. Olson
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.

July 28, 2022 Garrett Melson
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.

May 23, 2022 Sean Kaukas - Kevin McCullough
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.

April 26, 2022 Jack Janasiewicz - Garrett Melson
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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.

March 22, 2022 Michael J. Acton