Notes on the Economy – 4Q 2021 Summary
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.
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.
Quality stocks with a margin of safety can be found on the value side of most equity markets worldwide.
No skating around icy issues as America looks for signs that China wants to defrost trade differences.
Current inflation bumps result of COVID-19’s lingering impact, not out-of-control demand as many pundits suggest.
Proposed cuts to Biden’s $3.5 trillion Build Back Better plan might not really be cuts.
Rising prices and elevated unemployment conjure up the specter of 1970s-style stagflation.
Floundering emerging markets likely to start swimming in 2022 as vaccinations increase and China pulls them out of economic deep water.
Legislative battle looms in October as Congress wrangles with budget appropriations, return of the debt ceiling and possible government shutdown.
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?
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.