MACRO-ECONOMIC RESEARCH REPORT – A View From 40,000 Feet
WHAT ARE WE MISSING? Despite clear signs that inflation is cooling, central bankers remain hawkish. Notable among the hawks is U.S. Federal Reserve (Fed) Minneapolis President Neel Kashkari, who penned
MACRO-ECONOMIC RESEARCH REPORT – Frontloading Inflation
FRONT LOADING INFLATION Come with me to another dimension. A dimension not only of sight and sound but of mind. A dimension of unlimited possibility, where if you’re careful, the
MACRO-ECONOMIC RESEARCH REPORT – The Fed’s Two-Step
GLOBAL ECONOMIC CONDITIONS It seems that economists are changing their views as often as Putin changes generals. Case in point: the International Monetary Fund’s (IMF’s) World Economic Outlook (WEO) published
MACRO-ECONOMIC RESEARCH REPORT – September Swoon
SEPTEMBER SWOON Let’s take a collective deep breath. September, which historically is the worst month for stocks, has passed – and it did not disappoint! We saw 10% declines in
Macro-Economic Research – The Impossible Dream
BUYING INTO THE IMPOSSIBLE DREAM For the past two months financial markets have been stuck in a trading range that runs the gambit between fear and greed – a classic
Recession Update
ENTERING A RECESSION? There is much debate about whether the U.S. economy is in a recession. According to the U.S. Bureau of Economic Analysis (BEA) advanced estimate, the U.S. economy
Research Report – Winning The Inflation Battle?
FACTORS INFLUENCING INFLATION At its core, inflation is caused by supply / demand imbalances – too much money chasing too few goods. The challenge is in 1) identifying and 2)
Putin Ouster – Markets & Bonds
THE POSSIBLE PUTIN OUSTER As the Russian invasion of Ukraine grinds on with no apparent solution through international diplomacy, some commentators are wondering if an end to the conflict could
Managing Emotions During a Market Decline – The Importance of Having a Plan
Many investors are starting to feel uncomfortable watching their investment portfolios decrease in value as markets continue to decline from the November 2021 highs. A review of past market corrections