The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate the timing of its implementation. JPM’s view is that tapering will commence from early next year. This is even as inflation fears are probably not going to keep accelerating. To be sure, inflation is likely to stay elevated for the foreseeable…
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
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