Outlook 2022: Passing the Baton
Fiscal and monetary policy played big roles in the economic recovery in 2021, but we see 2022 playing out as a handoff—from stimulus bridging a pandemic recovery to an economy growing firmly on its own.
Transitory, or Non-Transitory, That is the Question
When does transitory inflation become non-transitory? That is the question that Federal Reserve Chair Jerome Powell is likely to be under increasing pressure to answer after the most recent inflation data surged past economists’ expectations.
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.
COVID Update: Delta Variant Market Impact
This week we share some insight into how the Delta variant may impact markets throughout August 2021.
Policy Shifts May Challenge Markets
Policy tailwinds may turn into headwinds in 2022, but economic fundamentals are likely to dominate.
Peak Optimism?
While optimism surrounding the reopening is certainly understandable, we take a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.
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.
Market Policy Projections for 2021
Democratic control of Congress may not impact 2021 policy as much as many believe. The biggest changes may be around taxes, regulation, and stimulus prospects. With the elections behind us, 2021 policy is coming into focus.
10 Economic Lessons from 2020
2020 was a unique year, from the longest economic expansion ever to the shortest recession on record. Stock markets are forward-looking, and they want clarity on elections, too. Above all else, 2020 showed our ability to persevere.
Follow The Bouncing Stimulus Ball
Stimulus talks in Washington, DC, are getting a lot of attention from investors—and for good reason. The midpoint of the two offers—roughly $1.6 trillion from the White House and $2.2 …