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”
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
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
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
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
The COVID shutdown and reopening created extraordinary volatility in the global economy and financial markets. Many parts of the world, especially developing countries, have not fully recovered to prior growth and employment levels. Yet, the
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
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
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
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
