Some Thoughts on Inflation
“The cure for high prices, is high prices.” Inflation has probably been the most debated and discussed macroeconomic variable of the past year. It’s been hotly discussed for much of the past decade as hysteria over QE/unconventional monetary policy has absorbed more...Weekly Market Update
Global Market News Global equities make gainsGlobal equities made gains this week. Both the S&P 500 and Dow Jones were up 2.71% and 1.95% respectively, while the Nasdaq ended the week up 3.12%. The US 10-year Treasury dropped down a few bps to 1.66% at Friday’s...Covid-19 and the Day After
Here is our take on the articles summarized below: While a flurry of positive vaccine news, declining Covid-19 case numbers, and improved economic forecasts have created optimism for a return to “normal”, we are not out of the woods yet. New Covid-19 variants...Crossroads
At the Intersection of Geopolitics and Geoeconomics Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America President Joe Biden has unveiled a $2...Considering the Economic & Portfolio Costs of Free Money: Modern Monetary Theory (MMT) & Practice
By: John E. Charalambakis & Dale Ahearn Monetary theory, which posits that a change in money supply is the main driver of economic activity, has played a central role in attempts to manage the economy. The three main levers used by the Federal...Sign Up for Our Publications
