Tag: economy
The U.S. Consumer Is Getting Squeezed
Consumers are being squeezed by negative real wage growth and inflation at 40-year highs. As a result, consumer sentiment is declining, and personal consumption...
Why US Dollar Appreciation Threatens Global Economy
The Fed’s liquidity fire hose supported the massive government fiscal response to Covid. Through unprecedented asset purchases, the Fed provided enough liquidity to allow...
The Global Supply Chain Shockwave and Economic Implications
COVID-19 has caused many disruptions, but one we're especially feeling now is in our supply chains. Impacts from the early days of the pandemic...
Market Cycle Remains Healthy, Favor Value Stocks
Equity markets appear to have largely gotten over the China issues, inflation and slowing economic data ... for now.
Once again it seems that...
Labor Market Update: Why Are People Quitting Their Jobs?
Inflation sucks. It is essentially a tax on those consuming goods or services, as things simply cost more. Even worse, it is a regressive...
Global Economy Strengthens Into Summer As ‘Normal’ Gains Traction
Nothing lasts forever – thankfully this includes pandemics. And while the path out likely remains a hilly road with ups and downs, people’s behaviour appears to be...
Is Inflation Coming In 2021? Watch Money Supply and Velocity
“The amount of money in the US economy is 25% higher than it was at the start of 2020, eclipsing any pace of money...
COVID-19 Pandemic Global Economic Price Tag
Our investment firm has hosted well over 50 client events since this COVID-19 pandemic-driven recession began. To be clear, these were all virtually hosted...
What Does A Post-COVID World Look Like?
"Innovation is the only way to win." - Steve Jobs
It's no surprise that COVID-19 has caused the world to take a detour. Throughout the...
The History Of Technology Innovation: Making A Better World
"Pessimism never won any battle." - Dwight D. Eisenhower
In times of uncertainty, it may seem difficult to remain optimistic. Yet, a look at historic...