Headlines from Across the MAP

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 Wall Street Journal: “Rising Rents Pose Risks to the Fed’s Inflation Outlook

Verdad: “Are Financial Crises Predictable

Reuters: “Global Venture Capital Investments Hit Record High

The Wall Street Journal: “Amid the Labor Shortage, Robots Step in to Make the French Fries

The New York Times: “This Is a Terrible Time for Savers

A Wealth Of Common Sense: “Simple Explanations For Complex Topics

The Wall Street Journal: “Unfilled Job Openings Outnumber Unemployed Americans Seeking Work

CNBC: “The ‘Buy Now, Pay Later’ Trend Could Be The Next Hidden Source Of Consumer Debt, Analysts Warn”

Bloomberg: “Why Xi Jinping Waited Years to Launch His Crackdown on Tycoons

Latest

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This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for...

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Newsletter

Don't miss

Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for...

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Monetary Policy Is Increasing The Deficit

Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.
Michael Dzialo, Portfolio Manager
Michael Dzialo, Portfolio Manager
Michael Dzialo is President, Portfolio Manager and founder of MAP, a sub-advisor to Catalyst Funds. Mr. Dzialo is Portfolio Manager of a global equity strategy and a global balanced strategy fund at Catalyst Funds and has over 31 years of investment experience.

Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The posted number showed strong retail sales for the month of June (ex-autos) with the control...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for major income-oriented asset categories for the month of June 2024 and YTD 2024. Returns for...