Research

Leave a comment How to Screw Up the Economy: Fed Minutes Leave a comment

How to Screw Up the Economy: Fed Minutes

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Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance sheet reduction to damage economy in 2023? Key FOMC minutes stat: “Balance sheet”

Leave a comment Prepare for the Future: top events for 2022! Leave a comment

Prepare for the Future: top events for 2022!

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This year was no doubt an unprecedented one with several rattling events worldwide. Those included the emergence of new COVID-19 strains, the start of vaccination roll outs, major natural disasters around the globe, heightened climate

Leave a comment 22 for 2022: Top Challenges to Ruin Your Sleep Leave a comment

22 for 2022: Top Challenges to Ruin Your Sleep

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Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is complete and neither is this one. Yet, it’ll provide you a framework to

Leave a comment COP26: Failure to Reach The Right Temperature Leave a comment

COP26: Failure to Reach The Right Temperature

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Executive Summary: Over 200 countries attended COP26 to review previous pledges and set a new path forward to limit climate change and global warming. The outcome was the Glasgow Climate Pact (GCP) that has the

Leave a comment 3 Central Bank Meetings Last Week: all accept current inflation Leave a comment

3 Central Bank Meetings Last Week: all accept current inflation

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Major Central Bank Meetings Last Week Despite the sound global economic recovery and improving outlook, rising inflation levels continue to be a major source of concern and focus for global central banks. According to the International

Leave a comment Funding Market Secondaries: expanding investment opportunities for everyone Leave a comment
Leave a comment Weight Watchers Build Back Better Act Leave a comment

Weight Watchers Build Back Better Act

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There is strong forward momentum to pass a significantly scaled down version of the Build Back Better Act (BBBA) social spending bill. The White House released details today on the $1.75 trillion bill and President

Leave a comment COP26: US Thin Green Gruel Leave a comment

COP26: US Thin Green Gruel

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As the world gets ready for COP26, it is a great time to review the Biden administration’s policies on climate change and know what to expect in Glasgow. Before now, we’ve been producing research to get

Leave a comment Marley and ESG: a brief history Leave a comment

Marley and ESG: a brief history

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We’ve been writing on Environmental, Social and Governance (ESG) over the last year, with ESG Supercharged by government spending, Why ESG Now?, EU Carbon Plan and Fastest Growing Investment Theme. All of the work we

Leave a comment Q4 DC outlook: unsavory market leftovers Leave a comment

Q4 DC outlook: unsavory market leftovers

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This has been a week of political discovery for the markets and the economy. Three major events occurred. Democrats and Republicans moved to keep the government funded until December 3rd. A House vote attempt on