Is the U.S. Economy Heading Into Stagflation?
October 22, 2021
Rising prices and elevated unemployment conjure up the specter of 1970s-style stagflation.
Developing-Market Stocks Poised for Shot in Arm Next Year
October 14, 2021
Floundering emerging markets likely to start swimming in 2022 as vaccinations increase and China pulls them out of economic deep water.
Under the Radar: Congress Heads Toward Budget, Debt Confrontation
September 30, 2021
Legislative battle looms in October as Congress wrangles with budget appropriations, return of the debt ceiling and possible government shutdown.
Fed Looks To Test Recovery With Tapering Before Hiking Rates
September 28, 2021
For months, the Federal Reserve has hinted it wants to taper off its $120 billion-a-month support of the U.S. economy before raising interest rates. When will it start?
Notes on the Economy – 3Q 2021 Summary
September 7, 2021
New COVID-19 variants pose a threat to an otherwise positive global economic outlook. Learn more about how that impacts investors in our 24-page report.
Housing—Past the Peak?
September 1, 2021
Residential investment fell in Q2 on easing demand for new and existing homes.
It Might Be Time To Play the Diversification Card
July 28, 2021
Research & Insights QUESTION: I’ve had a good run so far this year on my investments but wonder how long the boom will last and how
What the Fed Must See Before Raising Interest Rates
June 29, 2021
The U.S. central bank appears hesitant to raise interest rates until the labor market reaches “maximum employment,” or core inflation hovers around 2% for an extended period of time and people start expecting prices to keep rising.
Notes on the Economy – 2Q 2021 Summary
May 27, 2021
The U.S. economy has basted off into a high-growth trajectory. Learn more about how that impacts investors in our 24-page report.
Be Wary Of Charging Into the Electric-Car Market
May 8, 2021
The electric-vehicle market is buzzing, but investors should consider what might short-circuit and slow it down.