The Federal Reserve plans to remain in a holding pattern with regard to interest rates and doesn’t seem concerned about inflation – which has spurred jitters in the bond market. Check out our take on the March Fed Meeting.

Tags: Inflation, Interest rates

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The $1.9-trillion stimulus package Congress passed this month is expected to provide a major stimulus for the U.S. economy. Now, investors are naturally asking what the impact of all this stimulus will be on financial markets.

Tags: Inflation, Interest rates

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In our view, rather than a binary month-over-month rise or fall in inflation, it is the rate of change and the persistence of Consumer Price Index (“CPI”) that matters most. At a CPI of 1.4% as of February 10, 2021, we continue to view inflation to stay low over the near-term.

Tags: Inflation

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The IHS Markit U.S. Manufacturing PMI indicator increased to 59.2 in January from 57.1 in December 2020. The increase indicates a robust improvement in the health of the U.S. manufacturing industry.

Tags: Growth, Manufacturing

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The Fed just wrapped up it’s first meeting of 2021. And Fed Chair Jerome Powell did not disappoint. Check out our take on the January Fed Meeting.

Tags: Inflation, Interest rates, Volatility

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Following a pandemic-triggered recession, we are now at the onset of a new reflationary business cycle. In our 2021 outlook, we review the global macroeconomic environment and where we see opportunities for investors going forward.

Tags: Growth, Income, Inflation

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