During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy. More fading of high single digit inflation is likely around the…
During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy. More fading of high single digit inflation is likely around the…
This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year. The only major sign of relief…
As the developed world navigated past the Omicron virus wave, various factors lengthened and/or accelerated the inflation we once hoped would be transitory. On the economic demand-growth side, various economies saw increased consumer activity, especially in leisure spending. On the…
Commentary January 2022 – Digesting Omicron and Persistent Inflation Impact There were many winds washing through the markets in the months leading up to the New Year. Hence it was a tumultuous time. To name a few: The Delta variant…
This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to supply chain bottlenecks…
With the gradual reopening of businesses post-Covid, we are seeing glimmers of hope regarding the economic recovery. Still, the pandemic created chaos that continues to settle out bit by bit. There were changed buying habits, pent up demand, supply chain…