US Inflation Tracker

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

Listen
Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

May 11, 2023 Jack Janasiewicz
Listen
Bank Failures and Narrative Whiplash

Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.

April 12, 2023 Jack Janasiewicz
Watch
Higher for How Much Longer?

Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

Listen
March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

March 23, 2023 Garrett Melson
Watch
A Two-Part Framework to Explain Equity Performance

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

March 15, 2023 Mark J. Cintolo - Sean Kaukas
5 Trends in Model Investment Portfolios – Year-End 2022

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

March 14, 2023 Gregory V. Kanarian Financial Professional content – requires login
Listen
The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

March 10, 2023 Jack Janasiewicz
Listen
Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

February 14, 2023 Jack Janasiewicz
Listen
Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

January 10, 2023 Jack Janasiewicz
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
Listen
Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

December 14, 2022 Jack Janasiewicz
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
Watch
Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
Does the Data Cry Recession?

While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.

December 2, 2022 Jack Janasiewicz - Garrett Melson
Inflation Inaction?

While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.

November 9, 2022 Gregory V. Kanarian
Listen
Public Enemy #1: Inflation

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

November 8, 2022 Jack Janasiewicz
Listen
King Dollar and the Double Whammy

Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.

October 11, 2022 Jack Janasiewicz
Positioning Portfolios for Fading Inflation

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

October 7, 2022 Mark J. Cintolo - Sean Kaukas
Watch
Natixis 2022 Global Retirement Index: From Sydney to Seattle and Beyond

Retirement security is tough these days no matter where you call home. Natixis’ Center for Investor Insight head and an Australian retirement expert weigh in.

October 4, 2022 Dave Goodsell
Watch
Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
5 Midyear Trends in Model Investment Portfolios – Summer 2022

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

August 18, 2022 Mark J. Cintolo Financial Professional content – requires login
Student Loan Carry Trade – I Bond Update

The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.

August 9, 2022 Gregory V. Kanarian
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
Listen
From the Consultants’ Desk: Quantitative Tightening & Bonds

If the Federal Reserve is no longer buying bonds, what happens to bond prices?

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
Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

April 12, 2022 Mark J. Cintolo - Sean Kaukas
Bank Loan Basics: An Income Diversifier for All Times

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

March 4, 2022