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.
Climate Tech Is on the Rise, Creating Compelling Opportunities
American ingenuity is proving itself yet again as companies innovate cleaner, cheaper alternatives to petroleum-based products, creating new markets and changing supply chains along the way.
Guacamole May Cost More—but That’s Ok
It’s a quandary: Restaurant, hotel and other service-sector workers were laid off by the millions during the pandemic lockdown—now those businesses can’t fill their job vacancies, just when Americans are ready to spend money.
New Super-Cartel Manipulating Oil Production and Prices
Russia and Saudi Arabia team up to create OPEC+, a super-cartel that suppresses oil production, manipulates markets and drives oil prices up.
Despite Inflation Risks, U.S. Glides Toward Full Recovery
U.S. economy pushes toward full recovery in late 2022, but elsewhere in the world, vaccinations lag as does growth.
It Might Be Time To Play the Diversification Card
Research & Insights QUESTION: I’ve had a good run so far this year on my investments but wonder how long the boom will last and how to protect these gains? ANSWER: Let’s start with a quick review of where we are. The market sold off in March 2020 as COVID-19 enveloped the country, then quickly rebounded and…
Tales From the Vault: AMG Solves Charitable Conundrum
A novel solution suggested by AMG advisors helped a charitable foundation keep on giving without having to sell off portfolio assets during a down stock market.
Global Liquidity Spurs Asset Prices, Kick-Starts Deal Making
Fiscal stimulus programs have flooded the world with cash, leading to eye-popping spikes in many asset prices and fueling a jump in corporate mergers and acquisitions that will probably accelerate in coming months.
Time to Worry About Inflation?
The Consumer Price Index rose in June ushering in more fears of runaway inflation, but digging into the numbers reveals there’s more to the story.