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Headlines from Across the MAP Sep 16, 2021

For decades, Americans have enjoyed falling prices for cars, electronics and furniture. Until the Covid-19 pandemic, that is. For the past year, prices for durable goods have been rising—and not just by a little. Whether those prices come back down is a key part of the puzzle facing the Federal Rese...

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Why Global Sep 14, 2021

As investors, we know the world is more interconnected than ever before. Social media allows us to connect with people from all over the globe: Zoom enables seamless video communication anywhere there is a data connection: Apple and Google have created platforms that put endless amounts of informati...

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Headlines from Across the MAP Sep 09, 2021

The U.S. response to climate change and decarbonization is ramping up, and putting a focus on the country’s electricity mix. As pressure has increased for near-term and immediate action after the UN’s latest IPCC report on climate change, major economies are starting to make bolder pledges. For the ...

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Headlines from Across the MAP Sep 02, 2021

The White House, hoping to make good on Biden’s campaign promises ahead of the 2022 midterm elections, has billed the plan as a generational investment. The Senate overwhelmingly approved the $1 trillion infrastructure bill earlier this month in an effort to rebuild the nation’s crumbling roads and ...

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Headlines from Across the MAP Aug 26, 2021

Although no economy is the same and there are relevant differences between the Japanese and the US or European macro setup, we can learn quite a few things by studying what happened in a jurisdiction that experimented with QE and ‘‘QE + fiscal’’ already 20-30 years ago.

  • The Marco Compass: "Japan ...
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Headlines from Across the MAP Aug 19, 2021

The rise of Robinhood and the frenzy surrounding GameStop Corp. earlier this year signaled the growing importance of retail investors. The stock market had been largely dominated by institutional investors since the crash of 2008, but Covid-19 and the Federal Reserve’s accommodative monetary policy ...

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Headlines from Across the MAP Aug 13, 2021

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing.

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Headlines from Across the MAP Aug 05, 2021

A handful of powerful companies control the majority market share of almost 80% of dozens of grocery items bought regularly by ordinary Americans, new analysis reveals.

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MAP Explanatory Video: China Private Education Reform Jul 29, 2021

Watch Managed Asset Portfolios President and CIO Michael Dzialo and Zachary S. Fellows, CFA Assistant Portfolio Manager and Senior Research Analyst, discuss how we view the economy, our outlook on inflation, and other secular trends impacting the market.

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Headlines from Across the MAP Jul 29, 2021

Workers saw their hourly pay in June jump at the fastest clip in more than a decade. Yet some of them saw those gains erased by high levels of inflation.

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Headlines from Across the MAP Jul 22, 2021

The entire auto industry has been hobbled for months by the worldwide shortage of semiconductor chips, which has prevented manufacturers from producing enough vehicles to meet the demand from Americans eager to spend their pandemic savings and stimulus checks. As a result, many dealerships are pract...

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Headlines from Across the MAP Jul 15, 2021

Wall Street investors have bought into the Federal Reserve’s assurances that higher inflation won’t last, but a looming trend will test their composure over the coming months: soaring home and rental costs.

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