Slow Money

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 […]

Jean Paul Lagarde Chief Investment Officer of Advisor Resource Council, and Michael Thomas, Director of Research and Senior Portfolio Manager, share with listeners the mission and vision of the Slow Money Show. They explore topics such as the Federal Reserve, its policy, and rate expectations, and what impact those expectations have had on fixed income […]

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 […]

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.

The ARC Asset Management team weighs in on the structural versus transitory inflation debate. The team will also discuss labor markets and the potential supply shortage, other recent economic data releases, as well as the continued increase in commodity prices. They will also cover recent moves in the equity and fixed income markets and their […]

The ARC Asset Management team will discuss what the slight change in language from the Federal Reserve means for markets. Additionally, the team will go over the recent pick up in volatility in the commodities space and cryptocurrencies and give an update on the first quarter earnings season

The ARC Asset Management Team will go over the recent payroll report and CPI data release. The team will discuss what the numbers imply for markets as well as the likely path of Federal Reserve policy. They will also give an update on earnings and cover the situation around the gasoline pipeline shutdown.


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