Market Trends & Outlook

As we approach the end of the summer, Covid-19 health risks remain prevalent. The new delta variant continues to shed uncertainty around a robust economic recovery. Amid the new variant’s increasing infection rates (even in vaccinated individuals), the Federal Reserve announced that the in-person plans for the Jackson Hole symposium would be replaced with a virtual event on August 27, 2021.

Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.

Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.

Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

The question I get most often is, “when is the next bear market?” Three specific items tend to predict bear markets and recessions with some accuracy.

The question I get most often is, “when is the next bear market?” Three specific items tend to predict bear markets and recessions with some accuracy.