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Market Outlooks
AAM Viewpoints: The Big Quit, Great Inflate, and the Viral Spiral: A Deadly Credit Cocktail or Mere Speedbumps?
This piece is approved to use with clients.
Corporate credit quality has strengthened at a near unprecedented pace in 2021.
Market Outlooks
Weekly RIA Pulse Report - Week of January 10, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly RIA Pulse Report - Week of January 3, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly RIA Pulse Report - Week of December 27, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly RIA Pulse Report - Week of December 20, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
This piece is approved to use with clients.
As we embark on the final two weeks of a challenging and unpredictable year, it seems the next year will resemble its predecessor, but with some unique and important differences.
Market Outlooks
AAM Viewpoints: Last call for fed punchbowl; Warnings for a bumpy 2022
This piece is approved to use with clients.
Last December my Viewpoints article was titled, “Let’s Party Like Its 1999!” In that article we looked forward to 2021 as a year when the euphoria was similar to 1999.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
This piece is approved to use with clients.
After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.