Macro Outlook for 2022

/ December 17, 2021

It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most important “opinion exchange”, at least for market participants.  Of course, this assumes China doesn’t invade Taiwan, and that Russia doesn’t attack the Ukraine, and Omicron remains highly transmissible but not very virulent. 

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Inflation, Panic or Passing?

/ December 10, 2021

Today, the question that most clients seem to be seeking a solution for is that of inflation. It is a concept that most people have basic familiarity with but do not understand in depth. Kind of like wine, a lot of people like to drink it but how many people understand what goes into making it?

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