Anatomy of a Recession Market Outlook Video

2022 Inflation Outlook: Transitory or Structural?

Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.

 

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Anatomy of a Recession Market Outlook
AOR Update: Wage Moderation Allows Fed Patience

AOR Update: Wage Moderation Allows Fed Patience

Jeff Schulze and Josh Jamner examine why slowing wage growth in the U.S. should offset fears that recent hot inflation prints could spur additional Fed tightening. They also explain how wages have achieved a “Goldilocks” zone supportive of a soft landing.

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