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Market Outlooks
Weekly RIA Pulse Report - February 22, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly Market Compass: Inflation and geopolitics increase the pressure on markets
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There’s a Billy Joel song from the 1980s that seems to capture last week rather well.
Policy and Regulatory Commentary
Congressional Staff Unionization: Will It Happen?
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Salaries, rather than long hours, seem to be the primary issue driving staffers’ complaints. And data tends to reveal there are is good reason for their discontent
Market Outlooks
Weekly RIA Pulse Report - February 14, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
Shutdown Averted…Barely
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“Shutdown averted.” That’s the headline each time the U.S. House and Senate reach a last-minute deal to pass a continuing resolution (CR) that will keep funding running to federal agencies (albeit at the previous fiscal year’s levels).
Market Outlooks
Weekly Market Compass: Europe echoes the Fed’s hawkish tone
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There was a gasp heard around the world last week, prompted by the words of Christine Lagarde, president of the European Central Bank.
Market Outlooks
The golden rule
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If there's no recession in sight, stay bullish.
Fixed Income Insights
Munis and infrastructure
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Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Macroeconomic & Geopolitical
Ready, set...
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Rate normalization is almost a go.