Investment Outlook

American Flag in Grand Central

Worried About Inflation? Pay Attention to Labor Participation

August 17, 2021

Pay close attention to how labor market dynamics unfold over the next three months.

The Fed building

Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator...


Inflation Throws Sand in the Gears, but Markets Poised to Grind Higher on Potent Policy

July 12, 2021

We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.