The Portfolio Fix with AAM

AAM Analyzes the Fed Pivot and the Health of the Consumer

December 10, 2021 AAM
The Portfolio Fix with AAM
AAM Analyzes the Fed Pivot and the Health of the Consumer
Show Notes

In this episode of The Portfolio Fix, Marco Bravo discusses what the Fed Pivot may mean for monetary policy and interest rates and Mike Ashley describes why the health of the consumer should lead to strong results for Retailers this holiday season.

Episode Host: Patrick McGeever - Senior Corporate Analyst
Fed Section:  Marco Bravo – Senior Portfolio Manager
Consumer Health Forecast:  Michael Ashley -  Senior Analyst & Co-Head of Investment Grade Strategy

Sources:  The Federal Reserve, The Bureau of Labor Statistics, Mortgage Bankers Association and The Conference Board.

This episode of The Portfolio Fix was recorded on December 9, 2021.   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statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.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.

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