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Macroeconomic & Geopolitical
Investment Perspective: Less Growth, More Inflation
With no end to Russia’s attack on Ukraine in sight, energy and agriculture are feeling the strain.
Macroeconomic & Geopolitical
Global Equities and Bond Yields Rise, Economic Indicators May Show Damage from Ukraine Conflict
US, ex-US and emerging markets stocks rose, and yields increased after Fed rate hike. Purchasing managers economic indicators to be released this week in Europe and US.
Market Outlooks
MarketScape: What the Fed’s Inflation Fight Means for Investors
The Federal Reserve commenced what may evolve into an aggressive attack on inflation, starting last week with the first rate hike since 2018.
Market Outlooks
Weekly RIA Pulse Report - March 21, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
A Bruhaha Over COVID Funding
This piece is approved to use with clients.
No policy is immune from politics — not even funding for the tools that members of both parties admit the country needs to continue to contain and respond to the COVID-19 pandemic.
Market Outlooks
Weekly Market Compass: Anticipating a Fed rate hike and what might come next
This piece is approved to use with clients.
Last week, I was on the road four out of five days.
Market Outlooks
Weekly RIA Pulse Report - Week of March 14, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.