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Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
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After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.
Market Outlooks
Weekly RIA Pulse Report - December 6, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
All Eyes on the Fed
To understand progressives’ disappointment with their president, let’s examine the Fed’s structure — and the vice chair for supervision’s place in it.
Market Outlooks
Weekly RIA Pulse Report - November 29, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
AAM Viewpoints: Goldilocks and the “3 bulls economy”
This piece is approved to use with clients.
This past week witnessed a continuation of solid economic figures supporting the notion that the 3rd quarter slowdown scare is fading further into the rearview mirror.
Policy and Regulatory Commentary
Thanksgiving Inflation and the Coming Fed Fight
Going into the holidays, it is likely inflation worries will get worse before they get better.