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Market Outlooks
AAM Viewpoints: The four layers of inflation
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As we entered 2021, we put the pivot point of the economy and market returns squarely on inflation.
Market Outlooks
Global Weekly Commentary: Don’t be surprised by surprising data
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We see the recent inflation spike as temporary due to unique restart forces, but see inflation on the rise in the medium term. Both views keep us pro-risk.
Market Outlooks
AAM Viewpoints: A Jumpy Market Waiting for the Fed to Move
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Optimism in the economic recovery continues for both Federal Reserve and government officials though they are carefully walking a tightrope of language so as to not be too eager to raise rates too quickly.
Market Outlooks
Global Weekly Commentary: Mind the (rate expectation) gap
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Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
AAM Viewpoints: Liquidity: Historic gains lead to marginal drains
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As we entered 2021, we believed the year’s performances and allocations were heavily dependent on inflation and the recalibration many investors would have to take in an elevated inflationary environment.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
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Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
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A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.