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Insights

After reviewing the economic and market environment we offer the following comments.


June 2022

  • Economic Update
  • Fed Interest Rate Hikes
  • Soft-Landing or Recession?
  • Investment Strategy Update

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May 2022

  • Economic Update
  • Fixed Income Update
  • Investment Strategy Review
  • Q1 GDP Analysis

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March 2022

  • Economic Update
  • Investment Strategy Update
  • Commodities Update
  • Cryptocurrency Update

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February 2022

  • Anticipation
  • Economic Update
  • Investment Strategy Update
  • Positioning for Inflation
  • Interest Rates
  • Cross Asset Views

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January 2022

  • Economic Update
  • The Supply/Demand Landscape Supports Continued Growth
  • HDI Update
  • Cross Asset Views

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November 2021

  • Logistics, Labor, and Supply-Side Snarls
  • Macro Outlook and HDI Update
  • Positioning for More Sustained Inflation
  • Transitioning Away from Transitory
  • Regional Tilting Update
  • Reviewing Our Open Calls

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October 2021

  • All Is Not Quiet on the Potomac
  • Is China Investable?
  • Macro Outlook and HDI Update
  • Reflation Trade Update
  • Structured Credit Update
  • Reviewing Our Open Calls

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September 2021

  • Navigating Peak Earnings Growth
  • Macro Outlook and HDI Update
  • Delta Blues
  • Equity Market Positioning
  • The Changing of the Guard
  • Reviewing Our Open Calls

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July 2021

  • First Half Market and Macro Trends
  • Macro Outlook and HDI Update
  • Navigating Peak Reflation
  • Connecting the Dots on Fed Policy
  • The Changing of the Guard
  • Reviewing Our Open Calls

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June 2021

  • Transitory Inflation? Sustained Inflation? Or a Bit of Both?
  • Macro Outlook and HDI Update
  • Rethinking Real Assets
  • Reviewing Our Open Calls

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