The Portfolio Fix with AAM

How Inflation and Fed Policy Are Affecting Economic Growth and Markets

July 22, 2022 AAM
How Inflation and Fed Policy Are Affecting Economic Growth and Markets
The Portfolio Fix with AAM
More Info
The Portfolio Fix with AAM
How Inflation and Fed Policy Are Affecting Economic Growth and Markets
Jul 22, 2022
AAM

In this episode of The Portfolio Fix, Marco Bravo details why AAM expects inflation to remain above consensus expectations for the remainder of the year.  He also details how the Fed is likely to respond, why growth will be challenged and how the markets are reacting.  Andy Bohlin also describes why Utility bills are contributing to inflation and why the sector faces challenges it hasn't had to deal with in years.

Sources: Bureau of Labor Statistics; The Federal Reserve, U.S. Census Bureau, National Association of Realtors.

This episode of The Portfolio Fix was recorded on June 19 & July 22, 2022.  Any timely data or views should be considered as of this date unless otherwise specified.

Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This  material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements  that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein.

Recommendations are that of AAM and subject to change should market conditions warrant. This material is for informational purposes only and does not constitute any advice or a recommendation to purchase any securities or other financial instruments, and may not be construed as such. 

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/

Show Notes

In this episode of The Portfolio Fix, Marco Bravo details why AAM expects inflation to remain above consensus expectations for the remainder of the year.  He also details how the Fed is likely to respond, why growth will be challenged and how the markets are reacting.  Andy Bohlin also describes why Utility bills are contributing to inflation and why the sector faces challenges it hasn't had to deal with in years.

Sources: Bureau of Labor Statistics; The Federal Reserve, U.S. Census Bureau, National Association of Realtors.

This episode of The Portfolio Fix was recorded on June 19 & July 22, 2022.  Any timely data or views should be considered as of this date unless otherwise specified.

Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This  material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements  that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein.

Recommendations are that of AAM and subject to change should market conditions warrant. This material is for informational purposes only and does not constitute any advice or a recommendation to purchase any securities or other financial instruments, and may not be construed as such. 

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/