Insights from Our CEO Budget Planning
Expect the trend to shift: Inflation in the US reached 7.5% in January according to the Consumer Price Index (CPI). That is the highest inflation rate since February 1982. For many...
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Insights from Our CEO Budget Planning
Expect the trend to shift: Inflation in the US reached 7.5% in January according to the Consumer Price Index (CPI). That is the highest inflation rate since February 1982. For many...
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We first showed the chart below at the December 2020 ITR Webinar hosted by Alan Beaulieu and me. At the time, the M2 Money Supply 12/12 rate-of-change was still rising, and we correctly...
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The Federal Reserve is downshifting from overt stimulus to a more normal policy stance. This may not have the effect that some people are expecting, and not along the timeline others are...
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The Executive Summary for the November ITR Trends Report™ cited the bond market as one of the reasons why we expect the economy will grow, albeit at a slowing pace, in 2022. The charts...
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Insights from Our CEO Capital Investment
Think About Timing, the Position of Your Markets, and Five Other Considerations
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Let's examine two answers: College (likely to get worse) COVID (likely to get somewhat better)
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