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Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
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As we embark on the final two weeks of a challenging and unpredictable year, it seems the next year will resemble its predecessor, but with some unique and important differences.
Market Outlooks
AAM Viewpoints: Last call for fed punchbowl; Warnings for a bumpy 2022
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Last December my Viewpoints article was titled, “Let’s Party Like Its 1999!” In that article we looked forward to 2021 as a year when the euphoria was similar to 1999.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
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After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.
Market Outlooks
AAM Viewpoints: Goldilocks and the “3 bulls economy”
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This past week witnessed a continuation of solid economic figures supporting the notion that the 3rd quarter slowdown scare is fading further into the rearview mirror.
Market Outlooks
AAM Viewpoints: Higher prices: The buck stops with you
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As companies continue to grapple with higher costs associated with commodities and transportation, there is certainly chatter in the boardrooms around cost-saving strategies in order to preserve sales and margins.
Market Outlooks
AAM Viewpoints: Opportunity in equity income
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Currently, there is a one-two punch threatening income investors.
Market Outlooks
AAM Viewpoints: Commodities: A catalyst for emerging markets
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This is a short follow up to our September commentary, “Emerging Markets are Undervalued.”
Market Outlooks
AAM Viewpoints: Credit trends: Are we about to hit the inevitable skids?
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There is increasing chatter in the markets relating to a confluence of events that could lead to the reversal of our currently benign credit environment.
Market Outlooks
AAM Viewpoints – Keeping an eye on earnings…and profit margins
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A highly anticipated earnings season is underway as equity markets balance an economic recovery that has been slowed by the delta variant with stretched valuations that need continued earnings growth to be supported at these levels.
Market Outlooks
AAM Viewpoints: Seasonal Bull and Bear Standoff
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Autumn often ushers in a period of heightened volatility for stocks and September statistically is the worst month for the market.
Market Outlooks
AAM Viewpoints: Small business optimism remains volatile since the pandemic began
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Over the past few years, we’ve written about trends in small businesses based on the National Federation of Independent Business (NFIB) Survey of Small Business Economic Trends.
Market Outlooks
AAM Viewpoints: Municipal new issue supply looks to set records at year end
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It has been tough to say anything nice about the municipal market over the last year and a half. Consistent inflows into bond funds have held ratios on municipals near historic lows.