Notes on the Economy – 1Q 2022 Summary
March 3, 2022
The U.S. economy, along with the global economy, has been taking a ride on the COVID-19 roller coaster, as growth has alternately accelerated and decelerated.
High Inflation: Is It Forever?
February 25, 2022
How AMG views current inflation and the implications for investors.
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.