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What's Really Driving Inflation?
Michael Bazdarich provides his perspective to help dispel six common misconceptions about the dynamics of inflation.
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An ESG Guide for Asset Owners
In our new paper, Brishni Mukhopadhyay and Michael Zelouf describe the importance of sustainable investing and the process for incorporating environmental, social and governance (ESG) considerations into investment mandates.
The Fed and Liquidity Markets: Short-Term Investment Opportunities in a Changing-Rate Environment
Kevin Kennedy, Mark Lindbloom and Matt Jones discuss the Fed's significant policy pivot, rate/hike/inflation expectations and key considerations for short-term investors.
May 24, 2022
ECONOMY
May 24, 2022
MARKETS
May 19, 2022
MARKETS
A Calamitous New-Home Sales Report
The Census Bureau today announced that sales of new homes dropped -16.6% in April from revised March levels. Given the ongoing declines in new-home sales and the build-up of inventories of unsold new-homes, we think this can hardly be seen as an indicator of strength.
