Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Back in 2020 when the global economy was shutting down due to Covid-19, governments and central banks around the world stepped-up with unprecedented stimulus to deal with the looming recession. We had never turned-off the economy before, so trillions upon trillions of dollars were pushed out. By..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
The big news last week was, of course, the FOMC meeting. The meeting ended with rates at 4% after the fourth consecutive 75 bp hike and paved the way for a new phase of the current tightening cycle— less aggressive hikes but with a higher endpoint. At the post-meeting press conference, Chair..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Last year, when the Federal Reserve (Fed) gave its forecast on interest rates, they believed inflation would be “transitory,” and they would raise interest rates just three times to get to a range of 0.75% - 1.00% in 2022. As of today, in what can only be described as a complete capitulation, we..
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