Higher-than-expected inflation, interest rates, and deficit spending characterized the beginning of this decade. It is understandable that people are wondering if this means we are shifting...
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Higher-than-expected inflation, interest rates, and deficit spending characterized the beginning of this decade. It is understandable that people are wondering if this means we are shifting...
Continue ReadingDisinflation will characterize 2023. We expect inflation will be a persistent problem for this decade. There is a US dollar aspect to this outlook.
Continue ReadingThe Fed appears intent to quell the inflation that they helped create. They have indicated that they intend to make up for lost time with an aggressive schedule of rate hikes. Quantitative...
Continue ReadingStrategic and tactical planning is difficult, particularly as the future is at best uncertain and there are events pressuring the economy in multiple directions. The pressures can come from...
Continue ReadingGovernment policies stemming from the pandemic resulted in high unemployment.
Continue ReadingHow the coming decade plays out is going to be different than the last three years and the last 10 years. Change may be a constant, but it seems to have accelerated thanks to COVID-19.
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