Search for: Login Investment Perspectives All Articles Videos Podcasts In the Media Bloomberg and Chief Market Strategist Cameron Dawson discuss the future of manufacturing and its impact on cost inflation in 2022 Chief Market Strategist, Cameron Dawson, joins Bloomberg TV to discuss the environment for cyclical manufacturing companies. She discusses why some companies are able to pass on higher costs through pricing power and while others could struggle with cost inflation in 2022, like higher wage costs. She discusses how slowing manufacturing… 25 November 2021 TYPE: In the Media Invisible Gorillas Part 2: The Non-Inflation Risk List Last week we raised the question if we could all be focusing too much attention on inflation as a risk, potentially missing other risks and opportunities present in markets. We used the lessons from Chabris and Simons’ “invisible gorillas” experiment to illustrate this question. Their experiment revealed the prevalence of inattentional… 24 November 2021 TYPE: Articles Invisible Gorillas Part 1: Counting Passes with One More Week on Inflation I am loath to spend yet another week writing about inflation out of concern we could be falling prey to an invisible gorilla problem. In a now well-known early 2000’s experiment, researchers Chabris and Simons had participants watch a video of people passing basketballs. Participants were asked to count how… 18 November 2021 TYPE: Articles CNBC’s Closing Bell speaks with Cameron Dawson about what a stronger dollar could mean for markets ahead Chief Market Strategist, Cameron Dawson, joined CNBC’s Closing Bell to discuss the outlook for markets for the remainder of 2021 and into 2022. She discusses why equity returns could be lower in 2022 than in the prior three years and why a stronger dollar is a key risk to watch… 08 November 2021 TYPE: In the Media All That Glitters is Goldilocks? The Setup for 2022 Believe it or not, November 8, 2021, marks the 50th anniversary of Led Zeppelin IV (also known as “the fourth album,” Runes, Untitled, Four Symbols, and ZoSo). The album was powered by the resentment that the band had for music critics, who claimed that Led Zeppelin’s success was “driven by… 08 November 2021 TYPE: Articles Terrible Two’s?: What Surging 2-Year Yields Mean for Markets Money is getting more expensive around the world. At least in the short term. Over the past couple of weeks, we have seen an incredible surge in 2-year government bond yields across major economies (see chart page at the end of the update). 02 November 2021 TYPE: Articles “This Time, I’m Gone for Good”: Does the Labor Market Have Long COVID? Last Friday, Federal Reserve Chairman Jerome Powell spoke at a Bank of International Settlements conference. He said, “I do think it’s time to taper, I don’t think it’s time to raise rates.” 26 October 2021 TYPE: Articles Bloomberg speaks with Chief Market Strategist Cameron Dawson about higher energy prices and their impact on industrials Chief Market Strategist Cameron Dawson joins Bloomberg’s Guy Johnson and Taylor Riggs to discuss the impact of higher energy prices on industrial and manufacturing demand. 22 October 2021 TYPE: In the Media The Implications of High Energy Prices on the Economy and Markets It is important to reiterate that even though today’s economic environment does not fit the definition of stagflation at this time, there are still market and growth risks associated with higher inflation. 20 October 2021 TYPE: Articles Not That 70’s Show Stagflation is the market obsession du jour, with commentators and analysts fretting over the combination of high inflation and weak growth, making frequent comparisons to the 1970s. 13 October 2021 TYPE: Articles And The Wind Cries Mary: The Perfect Storm for Commodities? Today we released a new episode of our podcast, Fieldpoints of View, where I discuss the commodity landscape with Brad Klein and Bob Hyman of CoreCommodity Management. Brad and Bob are experts in the world of commodities, each with well over 30 years of experience in the asset class. 05 October 2021 TYPE: Articles CNBC discusses volatility and earnings expectations with Fieldpoint Private Chief Market Strategist Cameron Dawson talks with CNBC’s Wilfred Frost and Sarah Eisen about whether recent volatility is affecting investor behavior, the dynamic of high Q3 earnings expectations amidst recent negative earnings updates, as well as potential opportunities within the tech sector. 01 October 2021 TYPE: In the Media Next Page Contact Fieldpoint Private provides clients access to products and services offered through bank and non-bank affiliates. Banking services offered through Fieldpoint Private Bank and Trust Member FDIC – Equal Housing Lender. NMLS 408942. 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