Five Things To Know Heading Into August
We share some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.
Inflation And What the Fed Is Saying
Inflation seems to be on the rise, but we believe there are good reasons to think it will be transitory.
Markets Shrug Off Debt Levels
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.
Three Fed Takeaways from an Extraordinary Year
2020 was an extraordinary year for the Federal Reserve (Fed). The Fed responded swiftly and decisively to rapidly accelerating financial and economic uncertainty. The current Fed was helped by precedents and policies created during the 2008-09 recession, but also went beyond them to address the specific economic needs of the current crisis.
Leading Indicators Show Slowing Pace of Economic Recovery
The Federal Reserve’s (Fed) Beige Book presented qualitative data that suggested the pace of the economic recovery had been tapering, but now we have quantitative data that is confirming the survey data.
How Corporate Bond Spreads Respond to Equity Market Volatility
An old Wall Street adage says bond markets are smarter than equity markets, so when stocks encounter volatility, investors often look to the bond market for clues about the potential …