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October Monthly MAST Commentary: Too Many Clouds Gather of Near-Term Economic and Market Outlook
Investors had little positive news in September and global equities ended their seven-month positive streak.
August Monthly MAST Commentary: Delta not Enough to End the Winning Streak for Global Equities
Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.
July Monthly MAST Commentary: Falling Macro Uncertainty Lifts Global Equities
With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.
June Monthly MAST Commentary: From Recovery to Expansion
Supply shortages are fueling inflation fears, but with global trade thriving, we think supply shortages are mostly driven by the consumption binge of U.S. consumers.
Transitory or sustained inflation?
That is the question that continues to dominate markets.
Positioning for Peak Growth and High Inflation
Two concerns are top of mind for investors: inflation overheating and peak economic growth.