RESEARCH & THOUGHT PIECES FROM OUR TEAM

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

• The Wall Street Journal: "Rising Rents Pose Risks to the Fed’s Inflation Outlook"
• Verdad: "Are Financial Crises Predictable"
• Reuters: "Global Venture Capital Investme...

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.

• The Guardian: "Revealed: The True Extent of America's Food Monopolies, and Who Pays the Price"
• Bloomberg: "Are Stratospheric St...

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.

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.

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...

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.

MAP Webinar hosted by MAP’s President & Chief Investment Officer, Michael Dzialo.   
Watch recording where we share our thoughts and insights on the markets and the economy.

China’s debt has grown dramatically over the past decade and is one of the biggest economic challenges confronting the ruling Chinese Communist Party, which turns 100 this week.

Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June. The latter were bolstered by interest ra...

Real GDP growth in the United States came in at an annualized 6.4% in the first quarter. The Fed now estimates 7% GDP growth for all of 2021. That would be the highest level of growth since 1984. The latest inflation rate checked in at 5% over the previous 12 months. That is the highest level of inf...

It’s tempting for governments to pull back on funding pensions when times are good but near-impossible to make it up when they’re not.

The battle against climate change is relying on the same polluting building block that drove the second Industrial Revolution a century and a half ago.