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

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

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

Economy slows noticeably, while inflation remains elevated.

October 15 2021
Equity . Markets/Economy .
Article Stagflation ... Pshaw!
October 15 2021

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

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

Bond market plods ahead amid looming uncertainties.

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

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

July 30 2021
Liquidity . Monetary Policy .
Article Looking like a trillion bucks
July 30 2021

Usage of the Fed’s Reverse Repo Program keeps growing.

July 29 2021
Monetary Policy . Fixed Income .
Article Talking taper, but not much else
July 28 2021

While curtailing bond purchases were discussed, the FOMC today offered little additional insight.

July 21 2021
Inflation . Markets/Economy .
Article We NEED inflation
July 27 2021

A higher-price regime can offer benefits.

July 23 2021
Inflation . Markets/Economy .
Infographic Inflation's all around July 23 2021

Inflation is accelerating and constantly changing.

July 23 2021
Equity . Inflation .
Article Inflection point
July 23 2021

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

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

Where to look when anticipating inflation

July 16 2021
Equity . Inflation .
Article Unprecedented unprecedented
July 16 2021

It's easy money all over despite rising inflation.

July 15 2021
Monetary Policy . Inflation .
Article Powell calm despite inflation storm
July 15 2021

The Chair's trip to Capitol Hill showed just how patient the Fed intends to be.

August 4 2021
Equity . Markets/Economy .
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 . Fixed Income .
Article It better be transitory
July 13 2021

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

August 4 2021
Inflation . Markets/Economy .
Podcast Classic economics vs. new paradigm


July 2 2021

Our equity team discusses differing views on inflation.

June 23 2021
Inflation . Equity .
Article Secular bull outlook improves as the Fed begins to think again
June 22 2021

As the central bank awakens to inflation risks, our policy-error fear fades.

July 13 2021
Inflation . Markets/Economy .
White Paper Inflation is here June 21 2021

What should investors do?

July 9 2021
Markets/Economy . Equity .
Article Are demographics economic destiny?
June 18 2021

After Covid, revising immigration policy is urgent.

June 18 2021
Inflation . Equity .
Article Rocking my Jimmy Choo's and I spy the punch bowl
June 18 2021

America's back and the troubles are (arguably) fleeting ... in the nearer term.

June 16 2021
Interest Rates . Monetary Policy .
Article No small matter
June 16 2021

The Fed's slight adjustments to overnight rates should have a big impact.

June 11 2021
Inflation . Equity .
Article Inflation is always and everywhere ...
June 11 2021

But what creates and drives it is what matters for the markets.

June 11 2021
Equity . Inflation .
Article Rising energy prices pace CPI surge
June 11 2021

Supply and demand in the oil market contributing to inflation.

July 9 2021
Inflation . Interest Rates .
Article What's (not) up with long-term yields?
June 8 2021

They continue to confound as growth surges and prices accelerate.

June 22 2021
Equity . Inflation .
Article Free lunches, policy errors and the secular bull
June 4 2021

For now, the bull is fine. But we're monitoring for potential longer-term health issues.

June 4 2021
Politics . Inflation .
Article '9-1-1: What is your emergency?'
June 4 2021

The unelected, nonpartisan Senate parliamentarian may be the most important person in D.C.

June 4 2021
Inflation . Markets/Economy .
Video The inflation dilemma
June 4 2021

Should the Fed be more concerned?

June 21 2021
Liquidity . Inflation .
Article A temporary dilemma
June 1 2021

The Fed's view of 'transitory' might be too long.

May 28 2021
Inflation . Equity .
Article If inflation is such a problem ...
May 28 2021

Why are bond yields range-bound?

May 28 2021
Markets/Economy . Inflation .
Article Summer melt-up
May 28 2021

The U.S. economy has the wind at its back.

May 28 2021
Monetary Policy . Interest Rates .
Video MMT’s impact on the dollar
May 28 2021

One day, we must pay the piper.

June 22 2021
Markets/Economy . Inflation .
Article Whistling past the inflation graveyard
May 21 2021

Prices might be stickier than the Fed thinks.

June 8 2021
Equity . Inflation .
Article What have you done for me lately?
May 21 2021

Perhaps a market hung up on stimulus should appreciate what it has.

May 14 2021
Markets/Economy . Equity .
Article The consumer is healthy
May 14 2021

And ready to run with the recovery.

May 21 2021
Equity . Inflation .
Article Can there be a free lunch?
May 7 2021

We're about to find out as the fiscal and monetary spigots keep pouring.

May 21 2021
Equity . Inflation .
Article Got to talk about inflation again, sorry
April 16 2021

It continues to be the issue consensus is worried about.

May 21 2021
Equity . Inflation .
Article There are only 2 things certain in this world
April 1 2021

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

May 21 2021
Equity . Inflation .
Article Escape velocity
March 12 2021

Yields are rising for the right reasons.

May 21 2021
Equity . Inflation .
Article Inflation worries are all the rage
February 12 2021

And because it's consensus, it may not be that big a worry.

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