What’s the Deal? U.S.-China Trade Relations Remain Frosty
No skating around icy issues as America looks for signs that China wants to defrost trade differences.
Inflation Still Driven by COVID-19 Effects, Not Runaway Demand
Current inflation bumps result of COVID-19’s lingering impact, not out-of-control demand as many pundits suggest.
GDP Growth in Q3 2021 Stumbled, but the Marathon Continues Into Q4
Key measures reflect a less vibrant third-quarter economic picture than many had hoped for.
There’s No Such Thing as Free Money
Proposed cuts to Biden’s $3.5 trillion Build Back Better plan might not really be cuts.
Is the U.S. Economy Heading Into Stagflation?
Rising prices and elevated unemployment conjure up the specter of 1970s-style stagflation.
Developing-Market Stocks Poised for Shot in Arm Next Year
Floundering emerging markets likely to start swimming in 2022 as vaccinations increase and China pulls them out of economic deep water.
Economic Normalcy Has Come at a Cost—Higher Prices
Full football stadiums means America’s economy has bounced back after being tackled by COVID-19, but problems will linger until the world is vaccinated.
August Inflation: Transitory, Not Transitioned
Slowing consumer price increases consistent with AMG’s view that post-pandemic reopening was responsible for spike in early 2021.
Notes on the Economy – 3Q 2021 Summary
New COVID-19 variants pose a threat to an otherwise positive global economic outlook. Learn more about how that impacts investors in our 24-page report.
Jackson Hole: Tapering, Tightening, Timelines, and Tantrums
A taper tantrum unlikely, yet monetary policy’s path is dependent on still-evolving economic circumstances.