Hot Hot Hot
02.11.2022: The January reading on consumer prices surged more than expected, sending the annual inflation rate to […]
The Darkest Hour Is Likely Q1/22
02.09.2022: If economists are correct, the January Consumer Price Index (CPI), to be released on Thursday, will […]
Inflation Risk and the Markets
02.04.2022: The prospect of high and sustained inflation is one of the biggest risks facing investors this […]
Should You Buy the Dip?
01.25.2022: The new year is off to a rough start and investors are rightfully worried. Our current […]
Will Valuations Get Squeezed?
01.19.2022: The prospect of tighter monetary policy this year is rippling through the stock and bond markets. […]
Five Themes For 2022
As we peer out into 2022 through Cresset’s Macro Investment Strategy lens, we see slower growth, lower […]
A Look Back on 2021
Wasn’t 2021 supposed to be a return to normalcy? Americans voted out a president viewed as a […]
Build Back Bust
12.20.2021: West Virginia Senator Joe Manchin dropped a bomb on the Democrats and blew up President Biden’s […]
What Build Back Better Would Mean for Inflation
12.15.2021: President Biden’s Build Back Better bill is on the ropes. The prospect of spending $2 trillion […]
Fed Pivot Keeps Equity Investors Off Balance
12.06.2021: A newly reappointed Jay Powell flexed his political capital by declaring inflation may not be transitory […]
Here Comes Omicron
11.29.2021: Just as dedicated shoppers were lining up for their Black Friday bargains and investors were rising […]
Cresset’s Credit Conditions Monitor
11.17.2021: The post-lockdown economy is on fire, thanks to a combination of pent-up demand and unprecedented government […]
Has Gold Lost Its Glitter?
11.10.2021: Gold is poised to suffer its first calendar year loss since 2018 as it hovers around […]
Are Bitcoin Futures the Future of Bitcoin Investing?
11.05.2021: With $2 trillion in market value and 200 million users, digital currency is gaining financial market […]
Pandemic-spurred Business Innovation Continues
10.28.2021: It’s been almost eleven months since the first Americans were vaccinated against COVID-19 and growth is […]
Full Employment Isn’t What it Used to Be
10.21.2021: The labor market is tight. Millions of workers have yet to return to their former jobs, […]