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Policy and Regulatory Commentary
The Fed’s “summer of 75” continues, despite growth risks
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A higher-than-expected consumer price inflation report for June compelled the U.S. Federal Reserve to maintain its brisk pace of policy tightening. The U.S. economy is showing signs of slowing, which could lead the Fed to reduce its pace of rate increases in September.
Market Outlooks
Weekly Investment Commentary: Energy primed to power through near-term uncertainty
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High energy prices make the Fed’s job harder, but not impossible.
Market Outlooks
Weekly Investment Commentary: Neither bubble nor bottom for U.S. housing market
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Real estate investors should be well positioned, especially if their sector and regional exposures are aligned with prevailing demographic and supply/ demand trends. Builders are still playing catch-up from the global financial crisis, with housing starts still above trend.
Market Outlooks
Weekly Investment Commentary: A preferred take on the financials sector
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For tax-sensitive income investors, preferreds can be a source of taxefficient income that diversifies municipal bond holdings and other investments.
Market Outlooks
Weekly Investment Commentary: Are “better than feared” earnings good enough?
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It’s not just about equities. While typically viewed as an equity market indicator, corporate earnings are also relevant to other asset classes, and have broader economic implications as well.
Market Outlooks
Weekly Investment Commentary: Why a too-strong dollar could cost a pretty penny
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Within the S&P 500 Index, returns diverge between U.S. companies sourcing most of their sales domestically and those that rely more heavily on non-U.S. customers in various regions of the world (Figure 2).