Asset Allocation Reports

Asset Allocation Weekly (July 2, 2021)

by the Asset Allocation Committee | PDF (Due to the Independence Day holiday, there will not be an accompanying podcast and chart book this week. The multimedia offerings associated with this report will resume next week, July 9.) The Wall Street Journal Dollar Index, which tracks the dollar’s value relative to seven major currencies, has… Read More »

Asset Allocation Weekly (June 25, 2021)

by the Asset Allocation Committee | PDF Every quarter, the Federal Reserve publishes the Financial Accounts of the U.S., previously referred to as the Flow of Funds report.  The report is huge and provides a balance sheet and income statement of sorts for the economy.  The data offer interesting insights into the financial situation of… Read More »

Asset Allocation Weekly (June 18, 2021)

by the Asset Allocation Committee | PDF As the global economy begins to recover from the coronavirus, we’ve been warning that the apparent surge in price inflation may not be all that it seems.  Inflation is usually calculated as the percentage change over one year.  Since many consumer prices stagnated or fell at the start… Read More »

Asset Allocation Weekly (June 11, 2021)

by the Asset Allocation Committee | PDF In May, respondents to the University of Michigan’s monthly Consumer Sentiment Survey said they expect consumer prices to rise at an average rate of 4.6% per year over the next half-decade—the highest level of inflation expectations in 12 years. In this report, we discuss why inflation expectations are… Read More »

Asset Allocation Weekly (June 4, 2021)

by the Asset Allocation Committee | PDF (Due to staff vacation schedules, there will not be an accompanying podcast and chart book this week. The multimedia offerings associated with this report will resume next week, June 11.) Over the past five years, the United Kingdom has been the backwater of investment attraction.  Much of the… Read More »

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