Macro Overview The prospect of resurgent inflation has developed into a growing concern for markets globally. Some believe that current inflationary pressures may be transitory and not lasting, while others contend that higher …
Newsletter
Newsletter: March 2021
Macro Overview Stimulus payments from the second pandemic relief package were received in January and February, stirring economic activity and increasing personal incomes and expenditures. Some economists, however, believe that the …
Newsletter: February 2021
Macro Overview Speculative trading among smaller retail investors raised concerns about how social media is influencing individual stock valuations. Recently popularized social news aggregation and discussion websites are driving …
Newsletter: January 2021
Macro Overview COVID-19 reshaped markets, trade, retail, and consumer behavior globally in 2020 with lingering effects heading into 2021. Markets shrugged off pandemic concerns throughout the year, with all major equity indices reaching new …
Newsletter: December 2020
Macro Overview Equity markets responded positively to news that the availability of vaccinations was imminently close. Major equity indices reached new highs in November as …