[2/16/2022 4:52 PM] Jean Paul Lagarde
Jean Paul Lagarde and Michael Thomas discuss the Russia / Ukraine situation, recent inflation and labor market data as well as the FED’s impact on the Treasury market, fixed income and equities broadly.

Jean Paul Lagarde and Michael Thomas discuss the recent market activity, Q4 earnings results thus far, the sell-off in the fixed income markets, inflation and the economic outlook.

Jean Paul Lagarde and Michael Thomas discuss the recent market volatility, what might be driving it and what investors should expect in terms of volatility into the future. They also discuss today’s FOMC press conference and what sent markets lower into the close.

Jean Paul Lagarde and Michael Thomas explore all things inflation on this week’s Slow Money Show. From reported inflation (CPI/PCE), to Business Surveys like the Institute of Supply Management (ISM) and NFIB (small business) surveys, to commodity prices, consumer inflation exceptions and market implied inflation expectations, the bottom line is inflation matters. We also discuss FED actions, the recent increase in rates and their ramifications on credit and equity markets.

Jean Paul Lagarde and Michael Thomas explore all things inflation on this week’s Slow Money Show. From reported inflation (CPI/PCE), to Business Surveys like the Institute of Supply Management (ISM) and NFIB (small business) surveys, to commodity prices, consumer inflation exceptions and market implied inflation expectations, the bottom line is inflation matters. We also discuss FED actions, the recent increase in rates and their ramifications on credit and equity markets.

The Asset Management Team discusses the latest COVID data as it pertains to the markets and the economy. The team will also do a check in on the corporate earnings season and what management teams are saying about supply chain issues, the labor market and inflation. Additionally, they will discuss recent equity and fixed income market moves with an emphasis on the yield curve.

The Asset Management team discusses today’s Federal Reserve meeting and Chairman Powell’s press conference. The team will also update listeners on the current earnings season, as well as recent equity and fixed income market dynamics. Furthermore, they will discuss recent news around COVID-19 and whether the new Delta variant is impacting economic activity.

The Asset Management Team discusses the recent short-lived pickup in volatility in equity and fixed income markets and its implications for the next few months. They will also go over the ongoing earnings season, the Delta variant, and recent inflation numbers.

The Asset Management Team discusses recent language coming out of Federal Reserve officials, as well as the latest inflation measures and economic indicators and how the recent developments impact fixed income and equity markets. The team will also touch on the Delta variant and give an update on earnings season.

The ARC Asset Management team discusses last week’s Federal Open Market Committee meeting and the ensuing market reaction. The team will analyze the potential future path of Federal Reserve policy and its impact on equity and bond markets, as well as recent economic data releases.