Under the Radar: Congress Heads Toward Budget, Debt Confrontation
Legislative battle looms in October as Congress wrangles with budget appropriations, return of the debt ceiling and possible government shutdown.
Fed Looks To Test Recovery With Tapering Before Hiking Rates
For months, the Federal Reserve has hinted it wants to taper off its $120 billion-a-month support of the U.S. economy before raising interest rates. When will it start?
Potential Biden-Proposed Tax Changes Becoming Clearer
Consider proactive steps even though final tax policy is still uncertain.
August Inflation: Transitory, Not Transitioned
Slowing consumer price increases consistent with AMG’s view that post-pandemic reopening was responsible for spike in early 2021.
Notes on the Economy – 3Q 2021 Summary
New COVID-19 variants pose a threat to an otherwise positive global economic outlook. Learn more about how that impacts investors in our 24-page report.
Jackson Hole: Tapering, Tightening, Timelines, and Tantrums
A taper tantrum unlikely, yet monetary policy’s path is dependent on still-evolving economic circumstances.
Housing—Past the Peak?
Residential investment fell in Q2 on easing demand for new and existing homes.