Top-of-mind economic news as we start the week: — US inflation (CPI) was 0.8% in Nov. and 6.8% for past 12 months, the highest annual level since 1982, with gas and food
Risk management into 2022 should include a possible policy mistake by the Fed. By David Baker, Senior Director, Investment Research.
Starting today, we are very pleased to be able to offer our clients two new options for investing in companies at the forefront of positive change on socioeconomic issues. Thi
The most serious risk to markets and the economy now is the Fed’s reaction to inflation. Consequently, we are assessing equity risk and allocation in portfolios.
Top-of-mind headlines as we start the week: — The US economy added only 210,000 jobs in Nov. vs. 573,000 expected, with retail, leisure and hospitability the weakest sec
Headlines to start the week: — Housing starts fell 0.7% MoM in October, while building permits rose 4%. A sign that homebuilders are having trouble acquiring materials a
Headlines to start the week: — A new covid variant, named Omicron, was identified in South Africa. This prompted short term travel bans to the region by several countrie
Headlines to start the week: — U of Michigan Consumer Sentiment Index hit its lowest level (66.8) since November 2011, on escalating inflation, higher inflation expectat
Headlines discussed at LNWM’s Monday morning briefing: — The world’s largest trade deal, know as the Regional Comprehensive Economic Partnership or RCEP, will t
