Tag: currencies

Commentary October 2023 – Ready for a Turn

This summer into fall, markets have been fixated on the economic “soft landing” narrative and the notion of rates being higher for longer.  It is true that circumstances have made it tougher than in past cycles to slow down the

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Commentary April 2022 – Inflation Goes Into Overdrive

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

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