- Macro Strategy — Business Revenues Too Strong For A First-Half Official Recession: The need to reverse growing negative pressures on U.S. corporate profit margins may suggest a necessary reset in business hiring and investment that typically triggers recessions. Global Market View — In The Race For Global Manufacturing Supremacy, America Is Slipping Behind: Recent legislation attempts to bolster the manufacturing shortcomings of the U.S. and jumpstart a manufacturing comeback. Thought of the Week — After July Rally, Investor Sentiment Remains In Bearish Zone: Certain indicators have recently shown signs of improvement, sending mixed signals.?
EACH YEAR, WOMEN’S HISTORY MONTH shines a light on the often unsung contributions of women around the world. This year, more than ever, women’s contributions deserve recognition. Like super glue, holding families and their communities together, women have done it all during the pandemic: Wife. Mother. Daughter. Teacher. Front-line worker. Caregiver. First responder. Professional. Politician—including, finally in the U.S., even VP.
“I’ve seen all of the women in my life step up to work even harder—as caretakers for sick loved ones, teachers to their children, to help feed their communities and fight for social justice. The response of the women I know has left me in awe,” says Marci McGregor, senior investment strategist, Chief Investment Office, Merrill and Bank of America Private Bank.
- Macro Strategy — Time to Taper: With demand for labor exceeding supply by an ever-widening margin, we believe it's time for the Federal Reserve (Fed) to taper. Global Market View — Key Drivers and Portfolio Considerations for the rest of 2021: Our key drivers for asset prices will be economic resilience, higher-than-anticipated inflation and additional fiscal stimulus. Thought of the Week — One Step Closer: Budget Resolution Passed in the Senate: Congress is inching closer to enacting another part of the president's agenda.
- Macro Strategy — Extended Strong Manufacturing Cycle Likely Ahead: In our view, the stage is set for the next leg up in global cyclical, value trade. Global Market View — China's Regulatory Challenges: Down But Not Out: Recent regulatory measures have made for a prolonged period of volatility in Chinese equity markets. Thought of the Week — What is the Metaverse?: Combining a fictional Metaverse with a real world that has become increasingly digitized during the coronavirus pandemic.
- Macro Strategy — Evidence of Successful Reflation Grows: The U.S. economy is currently in the early stages of a transition from an unprecedented policy-induced boom to a private sector-fueled, stronger-for-longer economic expansion. Global Market View — The U.S. Infrastructure Bill: The Why, the What and Considerations to Positioning Portfolios: One of the largest infrastructure bills in decades comes not a moment too soon given the antiquated state of America's existing infrastructure. Thought of the Week — An Update on Q2 Earnings Season: Q2 corporate earnings are historically strong, and future expectations continue to gather steam.?
- Macro Strategy — Evidence of Successful Reflation Grows: The U.S. economy is currently in the early stages of a transition from an unprecedented policy-induced boom to a private sector-fueled, stronger-for-longer economic expansion. Global Market View — The U.S. Infrastructure Bill: The Why, the What and Considerations to Positioning Portfolios: One of the largest infrastructure bills in decades comes not a moment too soon given the antiquated state of America's existing infrastructure. Thought of the Week — An Update on Q2 Earnings Season: Q2 corporate earnings are historically strong, and future expectations continue to gather steam.?
When it comes to serving women, the industry has come a long way, and at Merrill, we’re dedicated to pushing it even further. It's more important than ever that we continue to listen and look for ways to support women investors, especially as the coronavirus pandemic has had a disproportionate effect on women, causing many to have to rethink their goals and priorities.
We recently commissioned a breakthrough study that examined the financial services industry at large, utilizing cutting-edge technology to understand how gender affects the way financial advisors and investors interact. Here, we’re highlighting some of the most enlightening results that have strengthened our resolve to address gender miscues—unconscious behaviors caused by gender-related stereotypes—in wealth management.
Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, hosts this special two-part event addressing some of investors’ most top-of-mind questions as we move into the second half of 2021.
The program opens with Chris and Haim Israel, Michelle Meyer and Savita Subramanian exploring the key issues and forces impacting the economy, the world and our daily lives. Next, in a one-to-one conversation, Chris sits down with special guest Rick Rieder, Chief Investment Officer of Global Fixed Income for BlackRock, to discuss potential strategies for the road ahead.
- Macro Strategy — Macro In Brief: Current economic data is positive for risk assets, for now, but business cycle risks are building. Global Market View — The Pressure's On Emerging Market Central Banks: By preemptively raising interest rates, we think some emerging markets central bankers may also be aiming to mitigate the effects of rising market anticipation for tighter monetary policy in the U.S. Thought of the Week — The Cost of China's Crackdown: Just as China’s crackdown of its technology sector broadened out, many U.S. Mega-cap tech names hovered near highs.
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