Thought Leadership

It is Fed week! Inflation is (still) high, Russia and the US seek a solution to Ukraine tensions, I look at the deteriorating US-China relationship, and a look at inflation expectations influencing inflation.

Covid is back in the news, so I spend some time looking at the implications of an omicron wave (it isn't straightforward). There are also a couple of stories that aren't getting much attention that investors should watch.

The debt ceiling is in the news (again), retail sales show strong consumer spending, the Biden administration nominates Powell for a second term as Fed chair, tapering may move quicker than expected, and I up my timeline for a market repricing.

Inflation is much higher than expected, retail sales and initial jobless claims post this week, and I dig into the three data points investors should watch very closely.

The Fed begins its taper and stays dovish, jobs and earnings are strong, I look at the behavior of bitcoin, and wage growth has been strongest for low-income earners.

Earnings are good, it is jobs week, and the Fed may not have all its tools available when fighting inflation. Where should investors hide in an inflationary environment, and Covid pushes people to retire.

This week is a big earnings week, the Fed plans to taper and be flexible, and a deeper dive into inflation and the tools used to fight it.

Chinese economic growth was poor in Q3, we have several important data drops, earnings season grows in importance, I look at goals-based hedging, and small businesses are raising wages.

Earnings season is here! The US won't default on her debt just yet, the September jobs report was a disappointment, my take on the recent market swoon, and the Biden administration toughens tariffs on China.

The Fed tees up tapering and has two presidents resign, markets are bucking a bit, and inflation is on everyone's mind.