Are We Headed to a Soft Landing?
While growth and inflation have been moderating, it is likely that the Fed will need to continue raising rates before they can successfully lower inflation to their 2% goal. Wage inflation threatens their chances for a soft landing....
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It’s Now a Waiting Game
In their most recent meeting, the Fed continued their hike to a 5% interest rate. has growth slowed enough to curb inflation? The Fed must wait and see. ...
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Year End Q&A with Dr. Greenspan
A year end Q&A with Dr. Alan Greenspan - topics include recession, rate hikes, and market volatility from the past Fed Chair himself!...
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Still Robust
While most economists expect the Fed to continue to hike interest rates over the near term, even as it downshifts from 0.75% to 0.50% increments, investors remain convinced that the Fed will soon end its rate hike cycle. So, we think there is some room for disappointment and market volatility will continue....
Read More >The “Economy” and the “Market”
Alan Greenspan weighs in on whether the Fed can manage a "soft landing". Can the Fed control inflation without causing a recission? To answer, Dr. Greenspan says you must differentiate between the stock market and the economy....
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Investors and the Fed Are NOT Aligned
Economic recession, peak inflation, slowing fed rate hikes - All of these beliefs are held by many investors and are largely priced into the market, but all of them are likely wrong....
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Putin, Powell, Pandemic and Politics
There are four Ps which have contributed to the recent stock and bond market decline. In no specific order they are Putin, Powell, the Pandemic and Politics. ...
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Expansion, Not Recession
Stuck between inflation and recession worries, the Federal Reserve navigates braising basis points without scaring the market. ACM's CIO Lieberman evaluates market headlines in the direct future....
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Inflation, Interest Rates, and an Invasion
The combined effects of rising interest rates, high inflation, and the invasion of Ukraine make the current investment environment challenging. Portfolio manager Kevin Kelly explains how our Fixed Income strategies have beaten the averages by only taking moderate levels of interest rate and credit risk....
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