In the face of a public health crisis, the decision to send remote-capable workers home from the office seemed an obvious one. But as vaccines became widely available and the rate of Covid-19 infection started to decline, harder questions arose. When and how do employees return to the office? To be sure, defining the post-pandemic “new normal” has been tricky. Although there is no one-size-fits-all solution, clear trends are emerging—which will have definite implications for the use of office property.
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Monthly Market Risk Update: October 2022 [SlideShare]
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Market Risk Update. Thanks for the assist, Sam! Let’s take a closer look.
Changing Trends Create Cloudy Market Forecast
At this point in the year, I really spend some time thinking about what the future holds for the markets and economy. Yes, of course, that is my full-time job. But for most of the year, “the future” consists of the next month or so, the next quarter at most. People need to understand what is happening now and what that means for the next couple of weeks. So, that is what I focus on most of the time. You can see that in this blog and in my monthly market and economic risk updates and videos. What commands the most attention is the now.
Economic Release Snapshot: Inflation Remains High in September
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
Inflation Data Hotter Than Expected
Yesterday’s CPI report came in hotter than expected. There had been a general sense that inflation was peaking and that, while it remained high, we were starting to see signs of a sustained downtrend. But the latest report showed that the end of the tunnel is still too far away to see any real light.
Economic Risk Factor Update: October 2022 [SlideShare]
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam! Let’s take a closer look.