Posts
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Video: Economic Flash November 2022
November 3, 2022
Video: Economic Flash November 2022
US stocks and the US economy performed better than expected in October. Fed policy and the strength of the dollar will be key factors for the economy in coming months. By Davi
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Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed
November 3, 2022
Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed
US Stocks posted their strongest month of 2022 and Q3 GDP surpassed expectations but the US economy could face a rockier road ahead with high inflation, falling corporate earn
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Economic Flash: Inflation Isn’t Everything, It’s the Only Thing
October 5, 2022
Economic Flash: Inflation Isn’t Everything, It’s the Only Thing
Real assets (infrastructure, commodities) and short-term bonds have provided some ballast against the market turbulence while private market exposures and hedge fund strategie
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Video: Economic Flash September 2022
September 7, 2022
Video: Economic Flash September 2022
Key considerations as the Federal Reserve pursues Inflation 2.0%. By David Baker, Senior Director, Investment Research.
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Economic Flash: Rising Rates Return
September 7, 2022
Economic Flash: Rising Rates Return
Even if U.S. inflation does begin to cool, it could well remain above the Fed’s 2% target for a year or two, which is a meaningful portfolio consideration and warrants conti
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Video: Economic Flash August 2022
August 4, 2022
Video: Economic Flash August 2022
Where we are seeing opportunities amid mixed economic signals. By David Baker, Senior Director, Investment Research.
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Economic Flash: Mixed Signals Could Be a Good Sign
August 3, 2022
Economic Flash: Mixed Signals Could Be a Good Sign
Not everything is doom and gloom in the economy, and pockets of stability are a significant reason the Fed is charging ahead with interest rate hikes to address inflation.
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Video: Economic Flash July 2022
July 7, 2022
Video: Economic Flash July 2022
How inflation can lead to recession. By David Baker, Senior Director, Investment Research.
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Economic Flash: Job Market Is Key to What Happens Next
July 7, 2022
Economic Flash: Job Market Is Key to What Happens Next
Inflation and the Fed’s response have started to take a toll on consumer spending, making a US recession more likely.
