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Market Outlooks
AAM Viewpoints: Inflation might be transitory, but what about these municipal market trends?
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Ask a handful of people on the street if overall prices have been running higher, and you’re likely to get an earful of passionate responses.
Policy and Regulatory Commentary
The House Hangs in the Balance
There are now less than 15 months until the 2022 midterm elections. Although it feels like we’ve only just emerged from the 2020 elections, normally at this time in the midterm cycle, pollsters and political pundits are publishing lists of what they think will be the most competitive House and Senate races next year.
Market Outlooks
AAM Viewpoints – The indefatigable running of the bull
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Headline news events continue to spur volatility, but these challenges have not disrupted or, in any meaningful way, altered the market’s underlying bullish trend.
Policy and Regulatory Commentary
In Washington, August Will Go Out With a Bang
It has been a busy week in the U.S. Senate. Late on Tuesday morning, the chamber passed a bipartisan $1.2 trillion physical infrastructure bill.
Market Outlooks
AAM Viewpoints – Credit: What can possibly go wrong?
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When we think about these halcyon days of credit quality we’re are currently experiencing, our thoughts go to Abraham Lincoln’s words, that, while spoken in an altogether different context, reminds us that despite the currently and improving fundamental strength of corporate credit quality, danger may be lurking from within, and we may be the authors of the end of the cycle.
Market Outlooks
AAM Viewpoints: Join us in the record books
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While the Tokyo Olympics may be more subdued than years past due to the pandemic, I still find myself glued to the TV as I watch the finest athletes in the world compete for their country.
Policy and Regulatory Commentary
As Divided As Ever
Two public policy questions, infrastructure and vaccine mandates, have consumed the news headlines over the last few weeks.
Market Outlooks
AAM Viewpoints – Oscillations in the trendline
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In the past, when a change of leadership occurred the previously dominant form of investing was always touted as just taking a respite from a continuation.
Policy and Regulatory Commentary
Politics and the Olympics
The summer Olympics in Tokyo start this Friday, July 23 with a live, televised opening ceremony. As NBC said, this event “will be the first major global gathering since the worldwide pandemic began last year.”