
Jackson Hole: Tapering, Tightening, Timelines, and Tantrums
A taper tantrum unlikely, yet monetary policy’s path is dependent on still-evolving economic circumstances.

Climate Tech Is on the Rise, Creating Compelling Opportunities
American ingenuity is proving itself yet again as companies innovate cleaner, cheaper alternatives to petroleum-based products, creating new markets and changing supply chains along the way.

Guacamole May Cost More—but That’s Ok
It’s a quandary: Restaurant, hotel and other service-sector workers were laid off by the millions during the pandemic lockdown—now those businesses can’t fill their job vacancies, just when Americans are ready to spend money.

New Super-Cartel Manipulating Oil Production and Prices
Russia and Saudi Arabia team up to create OPEC+, a super-cartel that suppresses oil production, manipulates markets and drives oil prices up.

Despite Inflation Risks, U.S. Glides Toward Full Recovery
U.S. economy pushes toward full recovery in late 2022, but elsewhere in the world, vaccinations lag as does growth.

Time to Worry About Inflation?
The Consumer Price Index rose in June ushering in more fears of runaway inflation, but digging into the numbers reveals there’s more to the story.

Facing Long-Term Challenges, China Slows Its Growth
China’s growth likely will exceed expectations this year, but long-term demographic challenges—like a falling birth rate—have the communist government trying to keep annual economic expansion in the 5-6% range.

U.S. Walks an Economic Tightrope—One Slip and…
The United States responded to the COVID-19-induced recession with vast fiscal stimulus and government relief, making the economic outlook bright through 2022, but all that deficit spending might cause trouble after that.

Notes on the Economy – 2Q 2021 Summary
The U.S. economy has basted off into a high-growth trajectory. Learn more about how that impacts investors in our 24-page report.

Any Infrastructure Plan Needs a Watchful Eye—From You and Me
Biden’s massive infrastructure proposal raises many concerns but also the possibility for decades of economic growth—if done right.