In this exclusive Quarterly Webinar, David Hay reviews what’s happening with the economy, inflation, bonds, energy and the stock market. You don’t want to miss this!
To Seattleites, the initials EMP stand for Experience Music Project, funded and founded by Microsoft co-founder and mega-billionaire Paul Allen. But to those of you who recall our May 19th EVA, it has a much more ominous meaning: Electromagnetic Pulse.
Since the global financial crisis erupted nearly 10 years ago, central banks have drenched the financial system with more than $10 trillion. One of the many consequences of this gigantic money deluge has been the dampening of cyclicality for both the financial markets and the economy.
This week’s EVA is a continuation of last week’s “Pull It Together” issue. The main idea is to summarize the key factors and forces Evergreen sees impacting the financial markets now and, more importantly, in the future.
Every so often, I like to summarize our “CinemaScope” view of current conditions. Perhaps these days it should be called our “IMAX outlook”, but the point is to try to pull together our big picture perception of the financial and economic landscape.