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Callan Family Office

Tags: Inflation

June 8, 2022
Rising Interest Rates Spur Look at Structured Credit
Our Global Manager Research group explains the potential appeal of structured credit in a rising rate environment.
May 11, 2022
Geopolitical Upheaval and Unsettled Markets
Jay Kloepfer analyzes the U.S. and global economies at the start of the year amid geopolitical upheaval and market volatility.
February 10, 2022
What’s Next for the Post-Pandemic Economy?
Jay Kloepfer analyzes the U.S. economy in 2021 and provides an outlook for 2022.
January 24, 2022
Can U.S. Equities Outrun Inflation?
Adam Lozinski and Gordon Weightman analyze the long-term performance of U.S. equities compared to inflation.
January 7, 2022
Cautiously Optimistic Forecast on the Economy, Tempered by Clouds
Kristin Bradbury analyzes the U.S. economy in 4Q21 and the macroeconomic outlook for 2022.
November 10, 2021
Is 2% Growth Good or Bad?
Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.
October 11, 2021
Will Headwinds or Tailwinds Prevail?
Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.
July 19, 2021
Wall Street Bets on Transitory Bumps in Inflation
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic.
June 25, 2021
A JOLT of Inflation from the Labor Market?
The Capital Markets Research group discusses recent changes to the labor market and what impact they may have on inflation.
June 16, 2021
Tips on TIPS
Kristin Bradbury explains TIPS and their potential role in investment portfolios.
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