This week is light on data, inflation and job creation for April were surprises, and I put some figures to just how much an effect we can expect from changing interest rates and the Fed's change in policy.
Thought Leadership
Wealth Management in the Algocen Era: A Speculative Future
What does investing look like in 2038?
What I Care About This Week | 2021 May 10
This week is a busy one for economic data, last week's jaw-dropper was employment figures, earnings season is coming to a close, and what is with commodities?
What I Care About This Week | 2021 May 3
PMI figures post this week, the Fed is business as usual, earnings season is great, and where is inflation?
What I Care About This Week | 2021 Apr 26
Earnings season is in full swing, the Bank of Canada is the first to slow down QE, and I assess the investment impact of Biden's proposal to increase the capital gains rate.
What I Care About This Week | 2021 April 19
It is earnings season, economic data is great, and my take on cryptocurrencies. Here is What I Care About This Week.
What I Care About This Week | 2021 Apr 12
Inflation and retail sales figures post this week, Biden's infrastructure plan has some hurdles, and some thoughts on China's economic ascendance.
What I Care About This Week | 2021 Apr 5
Confidence in the recovery rises, the Fed and Washington are still the most important factor to watch, what goals-based investing is, and how should we think about inflation. Here is what I care about this week.
What I Care About This Week | 2021 Mar 29
The largest margin call in history, the Fed keeps singing the same tune, and what do we do with peak population? Here is What I Care About This Week.
What I Care About This Week | 2021 March 22
by Franklin J. Parker, CFA The Summary The FOMC meeting last week reaffirmed the commitment of the Federal Reserve to keep short-term interest rates low and asset purchases going, which is exactly what was expected. In addition, Powell advised markets…
