report by BlackRock
Results for ""
Policy and Regulatory Commentary
We’ve got Georgia on our minds
This piece is approved to use with clients.
When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Policy and Regulatory Commentary
The (presumed) policy implications of 11/3/2020
While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
This piece is approved to use with clients.
The race could tighten but whatever happens, the market should be fine.
Policy and Regulatory Commentary
The election, the markets, and the economy: you’ve got questions, we’ve got answers
Policy and Regulatory Commentary
Looking forward
This piece is approved to use with clients.
The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
This piece is approved to use with clients.
A growing federal deficit could be concerning if inflation starts to heat up.
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
This piece is approved to use with clients.
It starts with the Fed.
Active/Passive Management
Federated Hermes tilts toward value
This piece is approved to use with clients.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Policy and Regulatory Commentary
Fiscal policy matters
This piece is approved to use with clients.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.
Active/Passive Management
Turbulent times call for a little ballast
This piece is approved to use with clients.
And investors may find some by including a balanced approach in their portfolios.
Policy and Regulatory Commentary
How the Federal Reserve is like Spike from Happy Days
As a child of the 70s, I have come to embrace a few, eternal truths: disco should have never died; big collars were a good idea, and the Fonz was the coolest guy who ever lived. Speaking of the Fonz, I am reminded of a Happy Days episode featuring Spike, the Fonz’s nephew, and how that episode and Spike can help us all better understand monetary policy today. Seriously.