Early Thoughts on 2022
With the fourth quarter underway, 2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year.
News
Federal Reserve Meeting Recap
The Federal Reserve ended its two-day meeting yesterday and, as expected, there were no changes to current interest rate or bond purchasing policies. However, the Fed continues to prepare the market for a reduction of bond purchases soon to begin.
Comparing Evergrande to Lehman
Chinese property developer Evergrande’s liquidity crisis has sparked fear and selling in Chinese property stocks over the past several weeks. Could this spark a systemic risk scenario, similar to when Lehman Brothers went under? We don’t think so
Policy Risks Loom But Clarity Ahead
Policy-related risks exist that may increase market volatility in the near-term, but the fundamental backdrop for the economy remains strong.
Global Monetary Policy and What Likely Comes Next
The Covid-19 pandemic was an unprecedented shock to a large majority of global economies, but the economic damage was met with an extraordinary global monetary response.
Poking The Bear
Stocks are due for a routine pullback. However, we remain steadfastly bullish and this week want to explore five things that some bears believe that do not worry us.
How is Delta Affecting Consumer Behavior?
A look at high-frequency data provides us clues on how the Delta variant is affecting the consumer economy.
Why Stagflation Isn’t In the Cards
The term stagflation has been circulating increasingly in the financial media. This week we share a current outlook on stagflation, the misery index, and inflation.
Corporate America Does It Again
Companies blew by estimates and made strategists and analysts look silly.
COVID Update: Delta Variant Market Impact
This week we share some insight into how the Delta variant may impact markets throughout August 2021.