by David Rosenberg | Jun 9, 2021 | How I See It
Article highlights Inflation is not a one-off change in the price level caused by a short-term distortion to protect profit margins but is a persistent acceleration in prices. Pundits who are talking incessantly about the “Roaring Twenties” never tell...
by Tony Dwyer | May 26, 2021 | How I See It
What do you do when you have heavy macro influences that are unlikely to have a near-term resolution? Inflation is going to rise due to the base effect from a year ago coupled with the economic recovery, but the Fed is holding firm on its historically...
by Ian Naismith | May 12, 2021 | How I See It
At Smooth Sailing Indexes, we work on alpha-generating ideas and create products that could have broad application and appeal. This takes observation, analysis, time, energy, and patience. Occasionally, a repeating pattern gets noticed on the radar...
by First Trust | Apr 28, 2021 | How I See It
Editor’s note: Brian Wesbury is chief economist at First Trust Advisors LP. He and his team prepare a weekly market commentary titled “Monday Morning Outlook.” This article was first published on April 19, 2021. The S&P 500 fell almost 35% between...
by Rob Hanna | Apr 14, 2021 | How I See It
Over the last few months, bond investors have been hit with the worst combination of rate moves. Rates for intermediate- and long-duration bonds have been rising rapidly, while very short-term rates have continued to decline. This can be seen in Figure...
