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Market Updates

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May 3, 2021

The Federal Reserve is not ready to spoil the party. A robust U.S. economy is not only considered a seismic tailwind for U.S. corporate earnings but also represents a powerful blast to global earnings. The share of zombies may be in remission amidst a favorable macro backdrop.

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April 26, 2021

We expect the strong housing expansion to continue. Don't forget about the three bears. The American Jobs Plan lays out a sweeping set of priorities with the aim of creating jobs by addressing infrastructure underinvestment, concerns from climate change, and demographic and development challenges.

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April 19, 2021

Inflation complacency: Early warning signs are pointing to big upside inflation surprises ahead. The U.S. is leading the global economic recovery and entering into a growth revival. The year-over-year changes in the Consumer Price Index (CPI) over the coming months are likely to be elevated.

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April 5, 2021

In our view a clear-eyed understanding of the bull and the bear cases may aid key portfolio decisions. After the Suez Saga: Implications for a Globalized Economic System. What Divergent Transatlantic Growth Means for U.S. Investors.

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March 29, 2021

If nominal growth continues to move higher, zero interest rates could become more stimulative and inconsistent with well-anchored inflation expectations. We’ve drafted our four picks we suspect will likely provide support to markets and the economy over the year. Renewables have the power for a comeback.

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March 22, 2021

The dollar has near-term support but the fiscal debt binge raises some concerns in the absence of fiscal discipline for the longer-term. April 2022: A glimpse of the post-pandemic world. Value’s Comeback Story.

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