While some are drawing parallels between the current period and the late-1990s tech bubble and concluding that a crash may be coming, that’s not our view at all. This market environment is very different.
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very …
The Federal Reserve meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns.
The term stagflation has been circulating increasingly in the financial media. This week we share a current outlook on stagflation, the misery index, and inflation.
Companies blew by estimates and made strategists and analysts look silly.
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying. GDP, stock performance, and the US dollar all have a history of picking the winner.
November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the noise. How will the markets react to this election uncertainty?
