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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
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.”
Market Outlooks
AAM Viewpoints: Small business optimism remains volatile since the pandemic began
This piece is approved to use with clients.
Over the past few years, we’ve written about trends in small businesses based on the National Federation of Independent Business (NFIB) Survey of Small Business Economic Trends.
Policy and Regulatory Commentary
Catastrophe Coming?
While the markets have recouped some of those losses this morning, investors are clearly getting jittery.
Market Outlooks
AAM Viewpoints: Municipal new issue supply looks to set records at year end
This piece is approved to use with clients.
It has been tough to say anything nice about the municipal market over the last year and a half. Consistent inflows into bond funds have held ratios on municipals near historic lows.