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War on Inflation Awakens the Bear

In This Issue: Policy errors & unforeseen eventsSame as ever—energy Is a key to inflationRecession—debating its severityInflation likely closer to peakingCentral banks will do what it takes In Spring 2020, the global economy entered the deepest recession since the Great Depression. Fortunately, it also turned out to be the shortest recession on record – lasting…

The Return of the Old World Order

In This Issue: War in Europe & the old world orderConflict brings energy security to center stageEconomic growth forecasts loweredEvolving perspectives on ESG Investing As the COVID pandemic peaked and the world started to transition back to some semblance of its pre-pandemic characteristics, it is clear that normal as it was is not going to be…

Inflation Fueling Markets’ Anxiety

In This Issue: Interest rates set to riseInvestor anxiety is risingMarkets undergoing a repricingHistory shows worries might be misplaced For over 40 years, interest rates have been falling across the world. However, the path of interest rates has not followed a smooth path downward. To those with memories of the double-digit interest rates of the…

Inflation: Still Not That ’70s Show

In This Issue: Supply chain issues hitting the economy Inflation concerns rise Energy prices throwing a curveball All eyes are on the central banks The emergence of the global economy from the pandemic induced lockdown last year has brought about more than a few curveballs. The turbocharged economic growth rate that began with the end…

Supply, Demand and the Exaggerated Demise of Oil

In This Issue: JP Morgan analyst: policies are reducing fossil fuel energy capacity faster than demand can switch to renewables Oil supply must rise to balance steady demand EVs face challenges from infrastructure and copper supply In response to reports of his passing in 1897, the great American author, Mark Twain, was alleged to have…

Economic Blue Skies & Awakening Inflation

In This Issue: Global economic growth gathering momentumVaccines have strengthened the economic recoveryNations facing different paths out of the downturn due to differences in vaccination ratesInflation is going to be a hurdle for the economy The global economy has come roaring back faster and further than the consensus of economic forecasters and policy makers had…

Inflation Starting to Stir

In This Issue: Vaccination rates are the key to maintaining economic momentumGovernment support payments have helped create a surge in household savingsPent –up consumer demand could create inflationary pressures Global supply chains leading to production challenges for some industries COVID-19 has had the world in its grip for over a year. A year ago, it was…

Lessons From Market History: Price Does Matter

In This Issue: Looking at the premium of US technology stocks Drawing lessons from market history Great companies do not always make great investments The price you pay for an investment matters With nearly 10 months of experiencing the duress of COVID-19, the global economy continues to adjust and adapt to a whole new frontier.…

Taking Stock of the Economy’s Recovery

In this issue: Measuring the economic rebound Fears of a second wave Global efforts underway for a COVID-19 vaccine Global governments continue to support their economies with stimulus Any economic downturn is a challenge even under the most normal of circumstances. But throw a global pandemic into the mix and the magnitude of the challenge…

COVID-19: Paving an Uneven Path to Recovery

In this issue Global economy gripped in a historic downturn World’s first “forced recession” Turning the corner and “flattening the curve” Governments have gone “all in” with efforts to stabilize the economy Equity markets are trying to price in the extent of the ultimate decline in corporate profits As 175 countries and territories battle over…
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