Supply-chain Disruptions Could Muddle Battle Plan For Inflation
February 10, 2022
The Federal Reserve has signaled its intent to raise interest rates at least three times in 2022; here’s what the central bank is watching.
Rising Interest Rates Would Tarnish Large-cap Stocks the Most
February 8, 2022
Small- and mid-cap stocks will probably outperform in the coming year as markets turn increasingly volatile in face of Federal Reserve rate hikes.
AMG Sees Choppy Growth This Year as Pandemic, Inflation Persist
January 27, 2022
AMG’s new three-year Economic Outlook paints seven scenarios prudent investors need to carefully consider as 2022 unfolds.
Inflation Means Investors Need To Be Nimble and Shrewd
January 6, 2022
No magic wand can kill the inflation ogre, but these savvy investing strategies might help hedge against its ugly bite.
Is the Economy Beyond the Fed’s Control?
January 4, 2022
The Federal Reserve’s COVID-19 conundrum: a rapidly mutating virus, inconsistent public-health responses, global supply-chain disruptions, worker shortages, rapidly rising wages, and soaring inflation.
Keep a Close Eye on Profit Margins To Foresee the Stock Market in 2022
December 30, 2021
Accelerating wages coupled with interest-rate hikes could slow stock boom in 2022 as investors sort out which companies will continue delivering outsized profit.
Top Ten Articles of 2021
December 28, 2021
Thank you to our community of clients, partners, and interested readers. These were the posts you enjoyed the most this year.
Federal Reserve Attempts to Muzzle Inflation’s Vicious Bite
December 16, 2021
Hawkish sounding Federal Reserve officials swoop in with faster plan to kill growing inflation but keep U.S. economy flying.
Notes on the Economy – 4Q 2021 Summary
December 7, 2021
The Delta variant and global supply-chain disruptions are two primary reasons for the slowdown in growth during the third quarter. However, economic activity is set to rebound in the fourth quarter.
Shifting Economy Could Bring New Market Winners
November 16, 2021
Quality stocks with a margin of safety can be found on the value side of most equity markets worldwide.