INSIGHTS

Big media has refocused coverage on the new coronavirus variant. Research in the pharmaceutical industry is already underway to obtain the gene sequence of Omicron. As a result, vaccines and booster shots will likely soon come with an antibody to...

The economy's real growth supposedly slowed down to a tepid two percent annualized rate in the third quarter. However, the markets thought the annualized rate would come in above two and a half percent so, when it didn't, investors took action, and...

Marketplace valuations have reached new heights, and interest rates have revisited lows. So naturally, it is normal to experience more uneasiness and weariness around the limits of financial returns, creating heightened awareness in all those...

The US Congress is working on a 3.5 trillion dollar package of spending programs and tax breaks to support a broader range of public investments.

Another fascinating market dislocation is happening in the government debt markets of the financial economy. This supply and demand imbalance can affect prices on almost every asset, and is currently forcing long-term interest rates back down.

Congress seems close to passing another trillion-dollar bill that would invest in the infrastructure of the economy.

As of late, the stock market has experienced a meaningful style rotation. Throughout much of the previous five months, the returns on the value style have accelerated while the returns on the growth style have stalled out.

The US stands at a critical juncture concerning the future use of the deficit. It can support popular social programs that add less direct productivity to the economy or invest in projects that can create immediate jobs.

In an effort to make sound decisions, investors need to be mindful of certain key shifts in the investment landscape which relate to the rise in SPAC popularity.

Increasing consumption and investment are trends when confidence is usually strong, and we have observed a positive sentiment shift recently in these areas. However, a shift to increased currency demand will put upward pressure on interest rates when the supply of that currency is fixed. Therefore, the latest interest rate increases may actually serve as an expansionary sign for the economy and a monetary system that is operating as intended.