In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth shines a spotlight on inflation—maybe the single-greatest and most unpredictable determinant of how the economy and markets will unfold this year.
June 17, 2022Topics shared in this publication are:At its June 15, 2022 meeting, the Fed raised rates by 75bps, bringing the target range for the federal funds rate to 1.50% to 1.75%. The move was larger than the original 50bps guidance provided by Chair Powell and various Fed officials prior to their “blackout period.
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.