Notes on the Economy – 4Q 2021 Summary
December 7, 2021
The Delta variant and global supply-chain disruptions are two primary reasons for the slowdown in growth during the third quarter. However, economic activity is set to rebound in the fourth quarter.
Shifting Economy Could Bring New Market Winners
November 16, 2021
Quality stocks with a margin of safety can be found on the value side of most equity markets worldwide.
What’s the Deal? U.S.-China Trade Relations Remain Frosty
November 9, 2021
No skating around icy issues as America looks for signs that China wants to defrost trade differences.
Inflation Still Driven by COVID-19 Effects, Not Runaway Demand
November 2, 2021
Current inflation bumps result of COVID-19’s lingering impact, not out-of-control demand as many pundits suggest.
There’s No Such Thing as Free Money
October 26, 2021
Proposed cuts to Biden’s $3.5 trillion Build Back Better plan might not really be cuts.
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.