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Macroeconomic & Geopolitical
Redistricting and Retirements Will Send Shockwaves Through Washington
A few weeks ago, we discussed how several upcoming special elections will soon impact the margin of power Democrats currently hold in the U.S. House of Representatives.
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.
Policy and Regulatory Commentary
The Third Rail of Politics: Tax Increases
This past February marked the 108th anniversary of our modern income tax system. (We’ll forgive you if, like us, you missed the milestone.)
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
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
AAM Viewpoints: Rising rates: good or bad for dividends?
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With interest rates on the move – and consensus believing the trend will continue into 2023 – many investors, especially those searching for income, are grappling with the potential fall-out of rising rates on their portfolios.
Policy and Regulatory Commentary
The Narrow Margin in the House
With the U.S. Senate split 50-50 between Democrats and Republicans, most political analysts’ eyes have been cast toward that side of Capitol Hill when debating what legislation can – or can’t – make it through Congress.
Market Outlooks
AAM Viewpoints: Stimulus, household savings, inflation
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The 30,000-foot headline message can read that the stimulus payments to individuals will provide additional monies for essential needs and/or to spend on goods and services that would fuel the recovery of the economy impacted by the COVID-19 pandemic. With significantly more cash in the hands of the consumer/household than before the pandemic, along with the trillions of dollars in government spending, it can be argued that the economy is set up for an inflationary period.