Michael Zezas: Three Revealing Numbers from the Stimulus Package

All eyes are on the Fed as they implement a sharp pivot to account for higher inflation being felt by consumers and businesses alike. With these shifts we turn our attention to the ‘Ice’ portion of ou...

24 Jan 20223min

Higher levels of inflation have made it a hot topic among investors. While inflation’s effects cannot be avoided completely, there are some strategies that can help protect against the worst of them.-...

21 Jan 20222min

The foundation for the housing market remains healthy in 2022, with responsible lending standards and a tight supply environment, but, as the year continues, affordability challenges and a more hawkis...

20 Jan 20227min

In 2021, many expected the US dollar to face significant challenges yet the year ended with strong levels coming off a mid-year rally. As we look out at 2022, how much more can the dollar rise and whe...

19 Jan 20223min

While our outlook for 2022 already called for a hawkish Fed, recent signals from the central bank of more aggressive tightening have given cause to reexamine some of our calls while remaining steadfas...

18 Jan 20223min

After two years of support and accommodation from the Fed, 2022 is seeing a shift in tone towards the strength of the economy and risks of inflation, meaning investors may need to reassess expectation...

14 Jan 20222min

Confirmation hearings for Fed Chair Powell’s second term highlighted the challenges for the year ahead. Inflation concerns fueled by high demand and disrupted supply chains, a tight labor market and t...

13 Jan 20223min

As the acute bottlenecks in supply chains resolve in the long-term, some structural issues may remain, creating both opportunities and challenges for policymakers, industry leaders, and investors.----...

13 Jan 20228min