Economic recovery continues, but can the Fed keep inflation in check? We are watching for signs of sustained inflation, such as higher wages and a faster velocity of money. But demographics, technology, and a flexible Federal Reserve should ultimately keep inflation, and interest rates, under…READ MORE
The US continues to open up, and mixed views on inflation persist… Remember that iconic photo signifying the end of World War II, with sailors kissing nurses in New York’s Times Square? Don’t expect quite that much exuberance this year, but Americans are throwing open…READ MORE
Fiscal stimulus and the vaccine rollout provide traction for US Economy… High-frequency data suggest the economy in the United States gained considerable traction in the last half of March, a period that coincided with the start of stimulus payment disbursements under the $1.9 trillion American…READ MORE
The US economy continues to show signs of improvement… The US economy is healing faster than expected, while the US Congress and President Biden are intent on pouring at least one more massive government spending stimulus into the system. They are doing this even though…READ MORE
COVID-19 developments, not the Election, will have the bigger impact on the financial markets… • As the November election approaches, many investors are considering how they should position portfolios ahead of the election. It is always a good principle not to let how you feel…READ MORE
