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
Strong growth continues across U.S. markets… We see several reasons volatility could pick up, but believe the bull market remains intact. Read More… – Saira Malik, CIO, Head of Global Equities, NuveenBoth equities and credit have rallied strongly since March 2020, yet we still see…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
Is inflation on the rise? Here’s what the experts are saying… While the outlook for economic growth is strong on several fronts, the key question now is: What are the risks? For instance, what does that economic backdrop mean for inflation, and how will the…READ MORE
