Research

Leave a comment Supply Chains: why the mess and when will it end? Leave a comment

Supply Chains: why the mess and when will it end?

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I thought it may be helpful to do a quick, not totally complete, overview of the causes of the current supply chain problems. As always, I believe there’s never enough context on most “supply chain

Leave a comment ESG Supercharged: $235B and $835B on clean energy & social safety net Leave a comment
Leave a comment Why ESG Now? Leave a comment

Why ESG Now?

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As the torrent of money into ESG vehicles continues to flow, the question running through many people’s minds is “why now?” To me, there are three major factors driving the interest. First, COVID and climate

Leave a comment US Delta Surge Peak: mid-September Leave a comment

US Delta Surge Peak: mid-September

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There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, China (selective provinces/ports) and Hawaii are prime examples of governments moving

Leave a comment Home Prices and Rent: a rapid price recovery Leave a comment

Home Prices and Rent: a rapid price recovery

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Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect this to faith and show how it can provide strength to

Leave a comment What McDonald’s can tell us about the labor shortage Leave a comment

What McDonald’s can tell us about the labor shortage

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The US releases its monthly unemployment rate and non-farm payroll data on Friday. The charts below show the rapid recovery in jobs since the reopening as over 14.7m jobs have been created. Yet, the country

Leave a comment The Big Infrastructure Bills: even larger than you think Leave a comment

The Big Infrastructure Bills: even larger than you think

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For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer out an infrastructure deal. This initial $1.2T bipartisan deal will set

Leave a comment EU Carbon Plan and US Infrastructure: tied at the border? Leave a comment

EU Carbon Plan and US Infrastructure: tied at the border?

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Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU sector. The plan also has implications for the world including the

Leave a comment Fastest Growing Investable Theme Leave a comment

Fastest Growing Investable Theme

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First, a bit of perspective on ESG. This investable theme is challenging even if one focuses solely on the E for environment or energy. Rating agencies have struggled with metrics to analyze public companies’ efforts

Leave a comment The Manchin Fed Leave a comment

The Manchin Fed

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Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates and monetary policy unchanged. This was not a surprise. (Statement and Presser)What