It is clear that taper talk has arrived, and it won’t go away easily. What does this mean for markets?
As the pandemic recedes in the US, Jackson Hole Economics co-founders Alex Friedman and Larry Hatheway share personal thoughts on what they
It is time for the Fed to normalize its language. If the Fed is to preserve its credibility and promote sounder financial market conditions,
Recently, Warren Buffett made headlines by declaring that he is seeing ‘substantial inflation’, while Fed Chairman Powell calls it only
Might President’ Biden’s proposed new taxes on investment gains produce a sell-off in capital markets?
Over the next five days investors face a veritable tsunami of corporate earnings and economic data releases. The week’s data deluge will
The stage is set for rising global output and corporate earnings for the remainder of 2021. Rotation has arrived in sector terms, and is now
This week kicks off the first quarter 2021 earnings season in earnest. The bar is high, and the data will soon need to validate embedded expectations,
The Ever Green fiasco is the perfect metaphor for what can go wrong in today’s economy. Efficienct supply chains lack adequate redundancy.
The Fed and the markets are playing risky games. Can each hold its nerve?
Reflation and Rotation are all the rage. But over time, re-balancing matters more.