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Macroeconomic & Geopolitical
About Last Night
The year after a presidential election year can feel sleepy when it comes to electoral politics.
Market Outlooks
AAM Viewpoints: Commodities: A catalyst for emerging markets
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This is a short follow up to our September commentary, “Emerging Markets are Undervalued.”
Policy and Regulatory Commentary
Tax Trick or Treat?
With Halloween just a few days away, Democrats are still trying to decide what treats they will include in their slimmed-down Build Back Better legislation.
Market Outlooks
AAM Viewpoints: Credit trends: Are we about to hit the inevitable skids?
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There is increasing chatter in the markets relating to a confluence of events that could lead to the reversal of our currently benign credit environment.
Policy and Regulatory Commentary
Virginia As a Bellwether for the Midterms?
Have you enjoyed the 11-month break in political advertisements since last year’s presidential and congressional elections?
Market Outlooks
AAM Viewpoints – Keeping an eye on earnings…and profit margins
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A highly anticipated earnings season is underway as equity markets balance an economic recovery that has been slowed by the delta variant with stretched valuations that need continued earnings growth to be supported at these levels.
Policy and Regulatory Commentary
Can Democrats Use Reconciliation To Pass A Global Minimum Tax?
Last week, 136 countries representing about 90 percent of the global economy agreed to a plan sponsored by the United States to enact a 15 percent global minimum tax on most businesses that operate internationally.
Market Outlooks
AAM Viewpoints: Seasonal Bull and Bear Standoff
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Autumn often ushers in a period of heightened volatility for stocks and September statistically is the worst month for the market.
Policy and Regulatory Commentary
Election 2022: All About the Economy
Four words uttered thirty years ago perhaps best capture the lens through which to view presidential and midterm elections: “It’s the economy, stupid.”