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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?
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.
Policy and Regulatory Commentary
The One Thing Both Parties Agree On: More Tech Scrutiny
Here is one of the worst kept secrets in Washington: lawmakers on Capitol Hill aren’t in love with technology companies.
Market Outlooks
AAM Viewpoints: Municipal markets get a shot in the arm as political tailwinds build
This piece is approved to use with clients.
Q1 2021 started out much the same way as Q1 2020 for US municipal markets, beginning with strong performance early in the year, only to be followed by volatility and a move to the downside.
Policy and Regulatory Commentary
SALT May Make an Infrastructure Package a Bitter Pill to Swallow
Both chambers of Congress still have to achieve majority support for these two massive packages — and some of the White House’s tax plans, which have been proposed to pay for trillions of dollars in infrastructure spending, are deeply unpopular within the president’s own party.
Market Outlooks
AAM Viewpoints: Equity Performance During and After a Period of Rising Interest Rates
This piece is approved to use with clients.
The yield of the 10-year Treasury has risen 80% from the beginning of the year until the time of this writing (3/26/21). This got us wondering where we think we might park our money during a time of rising interest rates, and where to rotate to once they’ve peaked.
Market Outlooks
Schumer’s Gambit, and Infrastructure Week
President Joe Biden is outlining a $4 trillion infrastructure plan that will include items like universal pre-kindergarten, significant investments in addressing climate change as well as tax increases to pay for this spending. In other words: items, that along with the overall size of the package, will raise the hackles of Republicans in Congress.