Global Macro Views

The Fed building

Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator...

Bright City Lights

Put Away Your Bell Bottoms: This is Not the 1970s

April 21, 2021

Fear of runaway inflation remains at the top of investors’ list of concerns

Stack of Newspapers on a Table

Where Is the Market Getting Its News?

January 25, 2021

Headlines suggest a significant disconnect between “Main Street” and “Wall Street”

Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.

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Where Is the Market Getting Its News?

January 25, 2021

Headlines suggest a significant disconnect between “Main Street” and “Wall Street”—a closer look at personal income and leading economic indicators reveals a different story.

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Will Policy Support be Enough?

July 27, 2020

As May and June numbers are proving out, policy support is the lifeline the economy needs, serving as a bridge to help consumers emerge on the other side of the pandemic intact.

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All Eyes on the Consumer

May 11, 2020

While there are many parallels to draw between the current crisis and 2008, the fundamental economic backdrop that preceded COVID-19 was starkly different than the economic environment that preceded the 2008 crisis.

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