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Policy and Regulatory Commentary
The Narrow Margin in the House
With the U.S. Senate split 50-50 between Democrats and Republicans, most political analysts’ eyes have been cast toward that side of Capitol Hill when debating what legislation can – or can’t – make it through Congress.
Market Outlooks
Thinking About Blockbuster Video After a Blockbuster Week
We got to thinking about Blockbuster Video and one of the greatest “Can I have a do-over?” moments in the history of American business.
Market Outlooks
AAM Viewpoints: Stimulus, household savings, inflation
This piece is approved to use with clients.
The 30,000-foot headline message can read that the stimulus payments to individuals will provide additional monies for essential needs and/or to spend on goods and services that would fuel the recovery of the economy impacted by the COVID-19 pandemic. With significantly more cash in the hands of the consumer/household than before the pandemic, along with the trillions of dollars in government spending, it can be argued that the economy is set up for an inflationary period.
Macroeconomic & Geopolitical
Anatomy of a Recession: Expecting an Economic Boom
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
Policy and Regulatory Commentary
The One Thing Both Parties Agree On: More Tech Scrutiny
Here is one of the worst kept secrets in Washington: lawmakers on Capitol Hill aren’t in love with technology companies.
Market Outlooks
Vlog: Quarter-end Q&A 1Q2021
Tim Holland, CFA, Chief Investment Officer, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter.
Market Outlooks
AAM Viewpoints: Municipal markets get a shot in the arm as political tailwinds build
This piece is approved to use with clients.
Q1 2021 started out much the same way as Q1 2020 for US municipal markets, beginning with strong performance early in the year, only to be followed by volatility and a move to the downside.
Policy and Regulatory Commentary
SALT May Make an Infrastructure Package a Bitter Pill to Swallow
Both chambers of Congress still have to achieve majority support for these two massive packages — and some of the White House’s tax plans, which have been proposed to pay for trillions of dollars in infrastructure spending, are deeply unpopular within the president’s own party.
Market Outlooks
AAM Viewpoints: Equity Performance During and After a Period of Rising Interest Rates
This piece is approved to use with clients.
The yield of the 10-year Treasury has risen 80% from the beginning of the year until the time of this writing (3/26/21). This got us wondering where we think we might park our money during a time of rising interest rates, and where to rotate to once they’ve peaked.