Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary stimulus in over 75 years (Exhibit 1). As a result, monetary policy since the pandemic is most like that of the years right after World War II (WWII). Strong M2 money-supply growth in the mid-1940s was three standard deviations* above normal,…
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Three trading weeks have been logged in the New Year and with that… still no signs of increasing volatility...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
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