RESEARCH & THOUGHT PIECES FROM OUR TEAM

As you may have heard, the US inflation rate is 9.1%. That is, the consumer price index for all items as estimated for June by the Bureau of Labor Statistics was 9.1% higher than it was a year earlier.

• Business Insider: "Travel agents Say They Are 'Overwhelmed' By A Massive Surge In New Clients...

Rochester, MI, July 26, 2022 -- Managed Asset Portfolios, LLC (MAP) is proud to announce the launch of our completely updated website at www.managedassetportfolios.com. The site features a sharp new look and feel that is designed to enhance the user experience. Visitors will be able to...

More Americans are relocating to Europe, driven across the Atlantic by the rising cost of living, inflated house prices, a surging dollar and political rancor at home.

• Financial Times: "We Should Be Worrying About Debt As Well As Inflation"
• Liberty Street Economics: "The Bond Market...

Despite doling out nearly $1 trillion in stimulus payments during the pandemic, government aid had virtually no long-term impact on the financial well-being of recipients, and in some cases it amplified feelings of economic distress surrounding money, Bloomberg reports, citing a new...

Stock markets wrapped up the first half of 2022 on a sour note. Investors braced for higher interest rates as the Federal Reserve (the Fed) attempted to combat the highest inflation levels in approximately 40 years. All three major U.S. indexes posted their second straight quarter of declines....

The U.S. economy has experienced 12 recessions since World War II, and each one included two features: Economic output contracted and unemployment rose. Today, something highly unusual is happening. Economic output fell in the first quarter and signs suggest it did so again in the second. Yet the...

Minimum criteria for inclusion in Broadridge Best Money Managers:

I. Performance must be calculated "net” of all fees and brokerage commissions. This means after all fees have been deducted.

II. Performance must be calculated inclusive of all cash reserves.

III. Performance results must be...

Navigating Behavioral Biases During Volatile Times

When the MAP Investment Team discusses topics for our thought pieces, we make sure to always stay true to our investment process. There are plenty of market prognosticators who perpetually spout bullish takes by viewing everything through...

More than a third of high-earning American workers feel strapped for cash — a share that has risen dramatically in recent years. Thirty-six percent of U.S. employees with salaries of $100,000 or more are living paycheck to paycheck — twice as many who said they were in 2019, according...

The Federal Reserve’s bid to contain the hottest inflation in decades will end in a recession. That’s the message the bond market is telegraphing.

• Cherry Creek Mortgage: "Mortgage Credit News by Louis S Barnes"
• Bloomberg: "Wall Street’s Favorite Recession Signal Is...

In the latest monthly performance review note from Deutsche Bank, strategist Henry Allen writes that after a very poor start to the year, May marked the first time so far in 2022 that a majority of the non-currency assets in the bank's main sample were in positive territory (if not by much).

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U.S. Fixed Income Is Enduring One of The Worst Declines in History

Fixed income investors will look back fondly on the 40-year bull market for bonds that ended in 2021. We’re in an entirely different market now, and while early, it’s the one we’ve been warning about for quite...