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August 15, 2021
Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect ...
August 1, 2021
The US releases its monthly unemployment rate and non-farm payroll data on Friday. The charts below show the rapid recovery in jobs since the ...
July 23, 2021
For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer ...
July 15, 2021
Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU ...
July 8, 2021
First, a bit of perspective on ESG. This investable theme is challenging even if one focuses solely on the E for environment or energy. ...
June 17, 2021
Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates ...
June 4, 2021
The inflation story keeps getting legs as more and more companies are citing inflation concerns in their investor calls and interviews. As a matter ...
May 20, 2021
Let’s get to what’s driving the markets, causing stocks to sink, crypto to crater and interest rates to rise: uncertainty over inflation. But it’s ...
May 13, 2021
The Fed has made it clear they will tolerate 3%+ inflation for a period of time to make up for the low rates of ...
May 7, 2021
Today, the US BLS releases its monthly employment data. The expectations were for 950k NFP with some predicting as high as 1.4m new jobs ...
April 29, 2021
Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his ...
April 22, 2021
Star Trek shows us the future! As an economic futurist, I get to go down a lot of research rabbit holes. Sometimes I discover ...
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