Insights
Dr. Harry Markowitz, Andy Melnick, and Steve Turi discuss investments.
2022 – the Year Ahead Living With COVID Variants – More Mini-Cycles Transitory or Persistent – How Long Will Inflation Take to Return to Low 2%?
Living With COVID Variants — Both Long-Lasting and More Mini-Cycles
The economic outlook for 2022 and its future path depends, in part,.. Read More »
Inflationary Supply Shocks – Will the Fed’s “Largely Transitory Inflation” View Prove to Be Transitory as Well? COVID Health Risk Gap – White-Collar Health Risks Compared to Blue Collar Workers – Will It Lead to Structural Changes in Job Markets?
This year provided.. Read More »
Fed Tapering — Monetary Policy Still Accommodative — Potential Changes in Fed Membership More Dovish Policies — Financial System Awash in Cash, Fed Drains Cash Using Repos – Delta Variant Likely Peaked, Mini Cyclical Fourth Quarter Rebound — Shipping Delays and Locked Down Asian Factories Negatively Affect Fourth Quarter Sales and Earnings — Pricing Power of Goods Suppliers Will Determine Their Ability to Protect Margins From the COVID Spillover — Shelter Cost Inflation Heavy Weighting in CPI and PCE — Lags Real World Change 6-12 Months – Rent Increases Sticky
In its recent meeting,.. Read More »
Commentary: Monetary Policy Still Accomodative---Fed Board Changes More Dovish Policies--Covid Spillover On Supply Chains Impacts 4th Quarter Earnings--Higher Shelter Costs Lag Effect On Price Indices--Sticky--Delta Variant Faced Mini-Cyclical Rebound
Fed Tapering—Monetary Policy Still Accommodative—Potential Changes in Fed Membership More Dovish.. Read More »
History Shows Virus Impact Greater After the First Year — Global Variant Snarls Supply Chains — Slows Inventory Rebuild — Inflationary Impact — Consumer Caution Slows Service Industry Return — Impacts Employment Growth — Variant May Delay Fed Tapering or Slow Its Rollout
Most recently, the growing spread of the COVID-19 Delta Variant forced.. Read More »
History Shows Virus Impact Greater After the First Year — Global Variant Snarls Supply Chains — Slows Inventory Rebuild — Inflationary Impact — Consumer Caution Slows Service Industry Return — Impacts Employment Growth — Variant May Delay Fed Tapering or Slow Its Rollout
Delta Variant Increases Inflationary Pressures—Supply Chains Snarled
Most recently, the growing spread of the COVID-19 Delta Variant.. Read More »
China—Tech Clamp Down—Why?---How to Invest In China--Now
Our earlier Commentary (10/17/2018) focused on whether the Sino/U.S. trade war would eventually grow.. Read More »
Looking Beyond COVID-19 —Grandfather Clock Economics — Fed’s New Framework — Maximizes Employment — a New Fed Chair?
Over the years, I subscribed to the grandfather clock theory of economics. In effect, the economic and political.. Read More »
Looking Beyond COVID-19 —Inflation Outlook — the Short and the Long of It — Tax Rate Increases Higher Than Forecast
The debt financing of the Vietnam.. Read More »
Looking Beyond COVID-19 — “What This Economy Needs is A Little Inflation”
My first firm on “the Street” employed the Chief Economist of The Conference Board, the late Al Sommers. During one.. Read More »
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