There’s No Such Thing as Free Money
Proposed cuts to Biden’s $3.5 trillion Build Back Better plan might not really be cuts.
Is the U.S. Economy Heading Into Stagflation?
Rising prices and elevated unemployment conjure up the specter of 1970s-style stagflation.
Developing-Market Stocks Poised for Shot in Arm Next Year
Floundering emerging markets likely to start swimming in 2022 as vaccinations increase and China pulls them out of economic deep water.
Economic Normalcy Has Come at a Cost—Higher Prices
Full football stadiums means America’s economy has bounced back after being tackled by COVID-19, but problems will linger until the world is vaccinated.
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.
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.