Insights

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Markets/Economy
June 24 2022
Equity .
Video Reasons for optimism
June 24 2022

Patience and diversification are key.

June 24 2022
Markets/Economy .
Article Collateral damage
June 24 2022

Fed policy shift should cool the housing market.

June 22 2022
Equity .
Video Conditions of uncertainty
June 22 2022

Dividends have withstood market volatility.

June 23 2022
Inflation .
Article There will be pain
June 22 2022

Unfortunately for workers, wage inflation at heart of Fed tightening.

June 17 2022
Markets/Economy .
Article Power up
June 17 2022

Nuclear could see a resurgence as world turns to cleaner energy.

June 17 2022
Equity .
Article This too shall pass
June 17 2022

Markets are adjusting to the new Fed regime.

June 16 2022
Equity .
Video The usual suspects
June 15 2022

Dividend-paying sectors have remained steady through good times and bad.

June 13 2022
Inflation .
Video Dousing the inflation fire
June 13 2022

Can the Fed negotiate a soft landing?

June 10 2022
Markets/Economy .
Article Passing the buck on inflation
June 10 2022

Consumer Price Index surges to a new 40-year high.

June 10 2022
Equity .
Article Genteel and a survivor
June 10 2022

Helpful qualities in a market that's distributing so much pain.

June 16 2022
Markets/Economy .
Video A return to dividends
June 9 2022

Investors seek to reduce risk.

June 3 2022
Equity .
Article I'm a glass half-full kind of girl
June 3 2022

Contradictory data offers something for optimists and pessimists.

June 6 2022
Markets/Economy .
Article Labor market begins to retrench
June 3 2022

Fed remains on track for more half-point hikes.

May 27 2022
Equity .
Article Are you a 'Have' or 'Have-not?'
May 27 2022

Consumers powered the recovery and markets. Will they hold up? 

May 26 2022
Markets/Economy .
Article Economic slowdown
May 26 2022

Stagflation and recession risks growing.

June 13 2022
Equity .
Article Stay strong, but defensive
May 26 2022

A near-term bottom may be in sight.

May 20 2022
Markets/Economy .
Article Solid 'Mapril' retail sales
May 23 2022

No recession on the immediate horizon.

May 23 2022
Equity .
Article Won't anyone go shopping with me?
May 20 2022

Consumers may hold the key to whether it's a recession or "softish" landing. 

May 16 2022
Markets/Economy .
Article Day late and a ruble short
May 16 2022

The U.S. should ramp up energy production.

May 13 2022
Equity .
Article Capitulation
May 13 2022

Cash tops shopping list but other possibilities starting to look promising.

May 26 2022
Equity .
Article Hold the fort
May 11 2022

Our bias is to add to risk. We’re just not there … yet.

June 1 2022
Fixed Income .
Article Excellent credit
May 11 2022

The asset-backed securities market continues to shine.

June 1 2022
International/Global .
Article Planting the seeds for Arab Spring 2.0
May 10 2022

War-driven food crisis could spawn destabilizing uprisings all over.

May 6 2022
Equity .
Article April jobs report a mixed bag
May 6 2022

Is the labor market slowing?

April 29 2022
Inflation .
Article Invest for inflation, not recession
April 29 2022

Unrelenting demand presents challenges as Fed seeks to unwind price pressures.

April 29 2022
Markets/Economy .
Article Ignore first-quarter GDP miss
April 29 2022

Fed still on track for a half-point hike.

May 11 2022
Equity .
Article Revisionist history
April 22 2022

Washington policies helped to create runaway inflation.

April 22 2022
Markets/Economy .
Infographic Future of the U.S. energy market April 18 2022

Demand for power continues to climb.

April 22 2022
Markets/Economy .
Article Dominos falling
April 14 2022

Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…

April 14 2022
Equity .
Article Persistent trumps peak
April 14 2022

Inflation that moderates but stays elevated can be a problem.

April 13 2022
Inflation .
Video Throwing in the towel on transitory
April 13 2022

Inflation likely to peak in 2022. 

May 10 2022
Fixed Income .
Article Mosaic of uncertainties merits caution
April 11 2022

Bonds wrestle with pricing Fed, war and inflation outcomes.  

April 8 2022
Equity .
Article The Fed WILL succeed
April 8 2022

The only question for investors: at what cost?

April 26 2022
Markets/Economy .
Article Is the equity head fake over?
April 7 2022

A host of negative factors could end the recent rally.

April 6 2022
Markets/Economy .
Infographic A seller's market? April 6 2022

High demand and low supply creates a fierce housing market.

April 25 2022
Fiscal Policy .
Video Quantitative tightening on the agenda in 2022
April 6 2022

The inflation genie is out of the bottle and the Fed will take action.

April 25 2022
Equity .
Article Call us 'cautious bulls'
April 5 2022

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

April 1 2022
Markets/Economy .
Article Labor market not slowing down
April 1 2022

Fed on pace for half-point hike in May.

April 4 2022
Equity .
Article Never wise to fight ...
April 1 2022

Russia-Ukraine conflict taking its toll.

April 11 2022
Markets/Economy .
Podcast Undeniably hawkish
April 1 2022

R.J. Gallo, Susan Hill and Phil Orlando weigh in on the latest Fed action and inflation expectations. 

April 5 2022
Ukraine Crisis .
Article 'Don't play Hearts with someone who doesn't know the rules'
March 28 2022

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

March 25 2022
Equity .
Article All of the above?
March 25 2022

The U.S. must pursue a dual-track energy policy.

March 22 2022
International/Global .
Article The 'Beijing put'
March 22 2022

Greenspan supported U.S. markets. Now it's President Xi Jinping's turn in China.

March 21 2022
Inflation .
Article '70s redux
March 22 2022

It may feel similar, but the differences are many.

March 20 2022
Markets/Economy .
Article Stocks greet Fed's hawkish turn with bullish embrace
March 18 2022

But is the equity rally a head fake?

March 18 2022
Equity .
Article Do you think the madness will end when March is over?
March 18 2022

Like the NCAA tourney, uncertainty reigns in markets.

April 29 2022
Markets/Economy .
Podcast The tortoise moves forward

March 16 2022

Facing inflation and other market headwinds, defensive dividend-paying stocks may offer some protection.

April 4 2022
Ukraine Crisis .
Article In support of Ukraine
March 11 2022

Federated Hermes stands on the side of freedom, independence and democracy.

March 11 2022
Ukraine Crisis .
Article 'The usuals' aren't calling
March 11 2022

Hard to call a bottom when investor fear is missing.

March 28 2022
Ukraine Crisis .
Article Revising our framework to incorporate Ukraine war
March 10 2022

Scenarios vary but on a 12-month view, stocks should be higher from here.

March 11 2022
Responsible Investing .
Article Change for the better
March 8 2022

Companies ignore the ESG movement at their own risk. 

March 7 2022
Equity .
Article Biotech down but far from out
March 8 2022

Health-care innovation continues to accelerate.

March 17 2022
Ukraine Crisis .
Article Geopolitical risks
March 7 2022

Ukraine, energy, inflation and Fed driving markets.

March 4 2022
Markets/Economy .
Article Labor market stays hot
March 4 2022

Second consecutive sharp gain puts Fed on track to hike.

March 10 2022
Ukraine Crisis .
Article Last weekend changed everything
March 2 2022

Germany's vow to ramp up military spending is a long-term game-changer

March 1 2022
Markets/Economy .
Infographic State of the consumer March 1 2022

Where is consumer spending going?

March 2 2022
Markets/Economy .
Article Will the Ukraine crisis keep the Fed in limbo?
February 28 2022

Remaking of the Fed’s board and rate hikes could be in flux.

February 25 2022
Equity .
Article Peak (fill in the blank)
February 25 2022

Is the market putting in a bottom on peak everything?

February 25 2022
Ukraine Crisis .
Article What's next for international equities?
February 24 2022

The Ukraine situation likely accelerates recent sell-off.

February 18 2022
Equity .
Article Stars aligning for Team Value
February 18 2022

Its offense (dividends) and defense (lower multiples) play well in current environment.

February 17 2022
Markets/Economy .
Article Gift cards power January retail sales
February 17 2022

Holiday sales were surprisingly robust

February 24 2022
Equity .
Article 'Good news,' 'Bad news' and 'Not news'
February 15 2022

A better back-half looms for equity investors. Getting there could be rocky.

February 15 2022
Markets/Economy .
Article Information is the new oil
February 15 2022

Shortages shed light on role of microchips in unlocking information's value.

February 11 2022
Equity .
Article Walking a tightrope
February 11 2022

Fed must juggle inflation versus recession risks.

February 8 2022
Markets/Economy .
Article January Barometer sinks
February 9 2022

Midterm election years are particularly challenging.

February 4 2022
Equity .
Article Energy doesn't care
February 4 2022

The sector continues to lead through broader market turmoil.

February 4 2022
Markets/Economy .
Article Surprisingly strong jobs report
February 4 2022

The labor market ignored omicron and winter weather in January.

February 15 2022
Equity .
Article The path for growth investing hasn't changed
January 31 2022

Megatrends and secular shifts continue to create long-term opportunities.

January 28 2022
Equity .
Article The golden rule
January 28 2022

If there's no recession in sight, stay bullish.

January 28 2022
Markets/Economy .
Infographic The price of gold January 28 2022

What it costs to host the Olympics.

January 28 2022
Markets/Economy .
Article Inventory restocking boosts Q4 GDP
January 28 2022

The long wait is over.

January 21 2022
Equity .
Article Omicron soft patch
January 21 2022

Inflation spiking while job growth and consumer spending have slowed.

February 8 2022
2022 Outlook .
Podcast Themes to watch, forecasts and potential surprises January 21 2022

Our outlook across asset classes.

January 21 2022
Equity .
Article Profit margins, an oasis in volatile markets
January 21 2022

Fortune favors companies that can pass on cost increases.

February 1 2022
2022 Outlook .
Article High yield has more to give
January 20 2022

Ratings upgrades and rebounding economy create favorable backdrop.

January 12 2022
Fixed Income .
Article Local attractions
January 18 2022

Munis may hit bumps on the Fed's path but should have much to offer in 2022.

February 1 2022
Fixed Income .
Article 10 reasons inflation may stay elevated
January 18 2022

And if it does, the world becomes a more dangerous place for investors. 

January 14 2022
Equity .
Article The key risk
January 14 2022

It's all about inflation expectations.

January 25 2022
2022 Outlook .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 12 2022
Markets/Economy .
Article Recovery from Covid-induced recession continues more slowly
January 12 2022

Three things to watch in 2022.

January 12 2022
Markets/Economy .
Article Batting .500
January 12 2022

Two early-year stock market indicators point in different directions.

January 7 2022
2022 Outlook .
Article 'It's going to be a volatile year'
January 7 2022

Fed tightening and evaporating fiscal stimulus should make for a bumpy road.

January 7 2022
Equity .
Article Another jobs disconnect
January 7 2022

Fed poised to hike rates in March

January 5 2022
2022 Outlook .
Infographic What's in store for 2022? January 5 2022

Federated Hermes' 2022 outlook.

January 4 2022
2022 Outlook .
Video Inflation indicators may be harbinger of strengthening economy
December 31 2021

Timing of Fed’s rate moves will impact bank-loan market.

January 4 2022
2022 Outlook .
Video Outlook on high-yield and loan markets
December 29 2021

We’re constructive based on several factors.

December 22 2021
Markets/Economy .
Article Good tidings for holiday spending
December 22 2021

Season is bright for retailers, despite headwinds.

December 17 2021
Equity .
Article Do you suppose Santa is wearing a mask?
December 17 2021

Omicron is weighing on psyches, but not so much markets ... yet.

January 3 2022
2022 Outlook .
Article Volatility on the horizon
December 16 2021

Three things to watch in 2022.

March 11 2022
Responsible Investing .
Article Hazards of the glide path
December 16 2021

Passive target-date funds can be vulnerable to ESG risks.

January 3 2022
Consumer Spending .
Infographic What will make it home for the holidays? December 15 2021

Despite global supply chain issues, U.S. shoppers are spending more.

December 15 2021
Markets/Economy .
Video Opportunities in multi-asset, high-yield and bank-loan markets
December 15 2021

Several paths to pursue more yield in short-duration bonds.

January 3 2022
2022 Outlook .
Article Walking the tightrope
December 15 2021

Three things to watch in 2022.

December 10 2021
Markets/Economy .
Video Navigating rate pressure
December 10 2021

Shorter-duration investments are worth a look.

December 10 2021
Equity .
Article The boy who cried 'variant'
December 10 2021

Omicron is a nonevent for the markets.

December 9 2021
Markets/Economy .
Video Engagement in action

December 9 2021

Overcoming limitations of third-party data providers.

December 7 2021
Markets/Economy .
Article Passing the Covid baton
December 7 2021

The omicron variant is driving the markets now.

December 17 2021
Equity .
Article Market poised for Santa rally as near-term risks fade.
December 6 2021

Reiterating 4,800 and 5,300 '21 and '22 targets and value tilt

December 3 2021
Equity .
Article Revenge spend
December 3 2021

Americans using pocketbooks to fight back against Covid weariness.

December 3 2021
Markets/Economy .
Article A headscratcher
December 3 2021

The November jobs report's low headline number belies its internal strength. 

December 2 2021
Markets/Economy .
Video Integrating ESG factors in portfolio management

December 2 2021

Investment decisions require synthesis of many inputs

December 17 2021
Liquidity .
Article Continuity is critical
December 1 2021

Powell's nomination provides stability as uncertainty lingers.

November 26 2021
Equity .
Article Inflation not a conversation starter at my dinner table
November 24 2021

Lots to be thankful for amid the divisiveness.

November 23 2021
Equity .
Article Life is getting back to normal
November 23 2021

But Thanksgiving will be more expensive this year.

December 17 2021
Equity .
Article There's a reason it's called the 'Wall of Worry'
November 22 2021

Market risks stay skewed to upside but inflation and possible policy errors lurk.

December 6 2021
Equity .
Article Santa's got an 'everything rally' in his bag
November 19 2021

Earnings and solid fundamentals appear ready to spread some holiday cheer.

November 19 2021
Equity .
Article Election lessons learned
November 19 2021

Were off-year results a wake-up call?

November 16 2021
Fixed Income .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 12 2021
Markets/Economy .
Article Threading the needle
November 12 2021

With inflation soaring and tapering starting, President Biden's choices for Fed seats are crucial.

November 12 2021
Equity .
Article Where are all the workers?
November 12 2021

It seems some may be earning plenty, for now, just trading crypto. 

November 9 2021
Markets/Economy .
Article Road work ahead
November 10 2021

The infrastructure bill benefits municipalities and muni investors alike.

March 11 2022
Markets/Economy .
Podcast Future-proofing for intergenerational wealth transfer

November 9 2021

Financial advisors need ESG fluency to connect with the next generation of inheritors.

November 5 2021
Equity .
Article Buy in November and HODL
November 5 2021

Popular meme seems perfect for this market.

November 5 2021
Markets/Economy .
Article Labor market rebounds
November 5 2021

Solid gains across the board in October.

November 3 2021
Markets/Economy .
Article Navigating fixed-income's roiling waters
November 3 2021

The case for an active approach to the short end of the bond market.

December 1 2021
Liquidity .
Article A familiar course
November 1 2021

The success of the Fed’s first taper gives us confidence it will work well again.

October 29 2021
Markets/Economy .
Article GDP's stunning slump
October 29 2021

We see a variety of reasons for the pullback in Q3 GDP growth.

October 29 2021
Equity .
Article How do you suppose they became billionaires?
October 29 2021

Market marches forward as Dems scale back.

October 22 2021
Equity .
Article The '70s. Good times, although...
October 22 2021

We could do without leisure suits (maybe) and stagflation (definitely).

October 22 2021
Markets/Economy .
Article Peak everything?
October 22 2021

Economy slows noticeably, while inflation remains elevated.

November 23 2021
Equity .
Article Lots to worry about ... fueling the bull forward
October 22 2021

Still room to run, with a tilt toward cyclical companies with pricing power. 

October 26 2021
Markets/Economy .
Infographic Electric-vehicle sales are soaring, driving changes in the market October 21 2021

Electric vehicles are becoming more popular, but changing the market with each purchase.

October 20 2021
Equity .
Article Attention holiday shoppers!
October 20 2021

Aisle 3 is already sold out and it’s only October.

October 15 2021
Equity .
Article Stagflation ... Pshaw!
October 15 2021

This is not the 1970s ... not even close.

October 15 2021
Markets/Economy .
Article Christmas in October?
October 15 2021

Ships that stole Christmas

November 10 2021
Fixed Income .
Article Maybe markets should forget about 'transitory'
October 14 2021

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

November 5 2021
Fixed Income .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 8 2021
Fixed Income .
Article Context is key
October 8 2021

Recent moves in bond yields make sense with a closer look.

October 21 2021
Fixed Income .
Article Grinding it out
October 8 2021

Bond market plods ahead amid looming uncertainties.

October 8 2021
Markets/Economy .
Article Stagflation hits labor market in September
October 8 2021

Job gains miss while wages soar.

October 4 2021
Markets/Economy .
Article The future
October 6 2021

And now for something completely different ...

October 1 2021
Equity .
Article Washington's rough week
October 1 2021

Fiscal policy uncertainty adds to market volatility.

October 1 2021
International/Global .
Article Is Xi crazy?
October 1 2021

Like a fox. China knows what it's doing.

September 24 2021
Equity .
Article The Wall of 'I'm Not Worried'
September 24 2021

The arrival of favorable seasonality supports bullish forces.

September 24 2021
Markets/Economy .
Article Will strong back-to-school sales continue into Christmas?
September 24 2021

Typically yes, but headwinds might diminish them.

October 8 2021
Equity .
Article Coping with the Wall of Worry

September 22 2021

3 sectors may help investors deal with market obstacles.

October 20 2021
Equity .
Article Correction odds rise but long-term outlook strong
September 20 2021

A near-term pullback could represent an opportunity for long-term investors.

September 20 2021
Markets/Economy .
Article Should he stay or should he go?
September 17 2021

Biden’s decision on Powell and others risks market volatility

September 16 2021
Markets/Economy .
Infographic Infrastructure bill's effect on economy? September 16 2021

Spending extends beyond roads and bridges.

September 16 2021
Equity .
Article Delays ... don't you hate them?
September 16 2021

Dem plans for corporate tax hikes look favorable but there's a ways to go. 

September 13 2021
Responsible Investing .
Article Will ESG prevent the next Enron?
September 14 2021

Non-financial evaluation can play a pivotal role in averting business disasters.

September 10 2021
Politics .
Article You wanna bet on Joe?
September 10 2021

A tax and spending bonanza looms.

September 10 2021
Markets/Economy .
Article Could stagflation spark a correction?
September 10 2021

The economy is slowing amid a host of headwinds.

September 7 2021
Markets/Economy .
Video Seeking return when spreads are tight
September 9 2021

Several factors put upward pressure on yields.

September 3 2021
Markets/Economy .
Podcast Bread crumbs


September 3 2021

Our equity team examines the Fed’s clues to forecast when tapering will begin.

September 3 2021
Politics .
Article You wanna bet against Nancy?
September 3 2021

Markets will be watching closely as the House speaker orchestrates reconciliation.

September 3 2021
Markets/Economy .
Article Labor Day blues
September 3 2021

The August jobs report is a huge miss.

October 1 2021
Fixed Income .
Article A high-yield pause that refreshed
September 2 2021

Brief summer lull didn't derail solid fundamentals.

September 22 2021
Liquidity .
Article No surprises this time
August 31 2021

Fed Chair Powell stuck to the script at the central bank symposium.

August 27 2021
Markets/Economy .
Article Fed's journey to taper could start later this year
August 27 2021

Policymakers likely want to see a few more developments before announcing it.

August 27 2021
Equity .
Article Will nothing brake this market?!
August 27 2021

'Buy the dips' continues to be the prevailing philosophy.

September 2 2021
Markets/Economy .
Video Infrastructure bill presents fixed-income opportunities
August 26 2021

Muni bonds especially poised to benefit.

August 23 2021
Markets/Economy .
Article The next wave of innovation: Are we ready and willing?
August 24 2021

And most important, who decides?

August 20 2021
Markets/Economy .
Article Maybe inflation is not transitory after all?
August 20 2021

We see inflation as a sustainable trend.

August 20 2021
Markets/Economy .
Infographic Back-to-school August 20 2021

Back-to-school means back to shopping

August 20 2021
Equity .
Article There's a reason Christian Louboutin heels are 4 inches
August 20 2021

Like a quality stock, I can count on these fabulous shoes.

June 16 2022
Equity .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

September 3 2021
International/Global .
Article A solid first half for international equities
August 17 2021

Can the pattern hold?

August 13 2021
Equity .
Article Everything rallies
August 13 2021

If everyone expects a pullback, maybe it doesn't come.

June 16 2022
Equity .
Video Are dividend stocks positioned for inflation?
August 10 2021

It depends on each company's pricing power.

August 9 2021
Markets/Economy .
Article Investing in education
August 10 2021

Will free college and absolving student loans make a difference?

August 9 2021
Equity .
Article IPO momentum continues in a big way
August 9 2021

Pursuit of returns fuels risk appetite and broader array of new issues.

August 6 2021
Markets/Economy .
Article Great jobs headline, but ...
August 6 2021

Uncertainties linger when you dig into the weeds.

August 6 2021
Equity .
Article Vaccine panic
August 6 2021

Stocks, for now, are looking past unknowns and seasonality.

September 3 2021
Equity .
Article Heads I win, tails I win
August 4 2021

Uncertainties and vacations may feed volatility but bull trend carries on.

August 9 2021
Equity .
Article To vax, or not to vax?
August 3 2021

Vaccinations are complicating students' return to campus.

August 20 2021
International/Global .
Article Gauging China's tech crackdown
August 2 2021

After sentiment plummets, China appears keen to reassure investors.

July 30 2021
Markets/Economy .
Article Supply-chain bottlenecks
July 30 2021

Low supply across many sectors impaired GDP growth.

June 16 2022
Markets/Economy .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 27 2021
Markets/Economy .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 21 2021
Inflation .
Article We NEED inflation
July 27 2021

A higher-price regime can offer benefits.

July 23 2021
Inflation .
Infographic Inflation's all around July 23 2021

Inflation is accelerating and constantly changing.

July 23 2021
Equity .
Article Inflection point
July 23 2021

With recession over, it's time to pare fiscal and monetary stimulus.

July 23 2021
Equity .
Article Don't be a hero
July 23 2021

Seasonality and uncertainties are lurking.

July 20 2021
Inflation .
Video Do not fear a return to '70s-era inflation
July 20 2021

Inflation not completely transitory, but won’t trigger a tantrum

July 20 2021
Inflation .
Video How can investors seek to protect their portfolios from inflation?
July 20 2021

Where to look when anticipating inflation

July 19 2021
Fixed Income .
Article Muni story remains a good one
July 19 2021

Improving credit dynamics and rising demand make for solid 1-2 punch.

July 16 2021
Equity .
Article Unprecedented unprecedented
July 16 2021

It's easy money all over despite rising inflation.

July 16 2021
Markets/Economy .
Article Perfect summer storm brewing?
July 16 2021

Inflation, debt ceiling, Covid-19 and politics are among the reasons. 

July 14 2021
Interest Rates .
Video Explaining interest rates’ mysterious reaction to Fed policy  
July 14 2021

Short-term rates more tied to monetary policy than long-term rates

August 4 2021
Equity .
Article Good news for secular bull: fundamentals on a stampede
July 14 2021

Policy errors and Fed could pose problems later but it’s full steam ahead for now.

August 4 2021
Inflation .
Article It better be transitory
July 13 2021

Bond market is priced, somewhat, for the Fed to get inflation right.

July 9 2021
Equity .
Article 'Buy in July, make an all-time high'
July 9 2021

There are reasons it doesn't feel like a market on a roll.

July 9 2021
Markets/Economy .
Video Dot plot surprises
July 9 2021

FOMC's unofficial projection suggests acceleration, but remains dovish

July 9 2021
Markets/Economy .
Article Dark clouds hanging over fiscal policy?
July 9 2021

The impact of the U.S. census on midterm elections and spending. 

August 4 2021
Inflation .
Podcast Classic economics vs. new paradigm


July 2 2021

Our equity team discusses differing views on inflation.

July 2 2021
Markets/Economy .
Article Strong headline job gains
July 2 2021

But underlying metrics are mixed.

July 2 2021
Equity .
Article Beneath the surface
July 2 2021

Equity market's new highs mask issues lurking underneath.

June 30 2021
Markets/Economy .
Article Housing: A tale of two markets
July 1 2021

Red-hot housing exposes a growing divide between buyers and builders.

June 25 2021
Politics .
Article What role will EVs play in infrastructure deal?
June 25 2021

A lot, perhaps. But the bipartisan package has to clear Congress first.

June 25 2021
Markets/Economy .
Infographic The summer for travel June 25 2021

Americans are eager to resume pre-pandemic vacation habits...with a few changes.

June 25 2021
Politics .
Article Ticktock, gridlock
June 25 2021

Goings-on in the sausage factory aren't bothering the markets.

June 17 2021
Markets/Economy .
Video What to choose in a stock picker’s market?
June 17 2021

Quality cyclicals and dividend growers may be attractive options.

June 11 2021
Markets/Economy .
Video Should investors expect volatility?
June 11 2021

Yes, but it’s not necessarily a bad thing.

June 11 2021
Markets/Economy .
Podcast Time for value


June 11 2021

Why we think this cycle is different.

May 24 2021
Equity .
Video Constructive on equities
May 21 2021

The strongest growth in 37 years should propel earnings higher.

DISCLOSURES

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