Supply Chain Stability Comes at a Cost
As the long-term effects of the pandemic continue to unfold, one trend that has been adopted by multinational companies is to repatriate their supply chains in an effort to avoid future disruptions.
The Economy Is Slowing But Not Shrinking
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of voices, we think the economy is slowing just like central bankers want but not shrinking.
Do Investors Think The Fed’s Hammer Works Like A Screwdriver?
The Fed is equipped with blunt instruments – like a hammer – to address their dual mandates of price stability and full employment through various means. The Fed does not have a precision tool – like a screwdriver – to control supply chains.
A Peek at Peak Inflation
After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead. Here, we look at five signs to watch for over the next several months that may signal that inflation may be near or at its peak.
COVID Update: Delta Variant Market Impact
This week we share some insight into how the Delta variant may impact markets throughout August 2021.