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 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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While we do not see much inflation today, we believe that a sustained period of inflation may be visible in the medium term. You may be able to prepare for inflation with these three asset classes.

Tags: Capital Preservation, Commodities, Diversification, ETF, Inflation

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Gain insight into key market concerns, including high federal deficits, elevated equity valuations and inflation, and considerations for portfolios going forward.

Tags: Capital Preservation, Commodities, Diversification, ETF, Inflation, Volatility

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