It could be the equivalent of being told you have a terrible cancer with only 1 month to live. And then being told a month later, the cancer is completely gone. It’s that extreme. The
The markets reacted strongly to the Russian invasion of the Ukraine on Thursday, with the S&P 500 dropping 94pts at its low. After President Biden assured action would be taken to mitigate the negative impact
Ahead of the FOMC minutes, the markets have shrugged off the inflation news this week as the reduction in the Russia/Ukraine tensions have calmed fears. The shift from tech-above-all-else to revenge-of-the-non-nerds (reopening) has lifted parts
Introduction Over the last 200 years, the global economy has continued to evolve. From the introduction of the steam engine to electricity and now computers, new technology has changed the way we work, live, and communicate.
What happens when something goes from infinity to zero? This is what every portfolio manager is trying to understand after the Federal Reserve indicated it would be raising rates in March and beyond. The Fed Fund
One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this one. You are a driver of a trolley. The trolley brakes
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
