In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses the inflation trajectory—the single most important variable shaping the economic and market outlook in 2022. A pivotal element impacting the demand and supply sides of the inflation equation is the long‑awaited rotation from goods consumption to services.
December 15—“Global resource disorder.” It’s a term the team coined to convey the severe labor market shortage which—more than any other economic factor—has brought about a massive breakdown in the normally well-oiled global supply chain.
December 15—The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within the economy, the anticipated trajectory for inflation, and much more. Please listen to important disclosures at the end of the podcast.