Perspective Backed By Years Of Experience
Latest Weekly Summary
Previous Week’s Issues
We believe that the inflationary pressures on goods pricing will continue as supply chains remain constrained. It is too early to assume that we have seen the peak in supply constraints and disruptions.
We believe that the upcoming winter temperatures will be determinative in regard to economic growth rates, as well as the levels and persistence of inflation for at least the intermediate term. We expect interest rates to continue their ascent as inflation proves to be more persistent and higher than generally assumed.
Global government policies that encourage the development of “renewable” sources of energy will continue to be very uncertain as to when tangible results that would help solve many of our energy issues will be forthcoming. We expect that China’s increasing regulations and scrutiny over its economy could become more unpredictable in terms of their content and timing.
We believe that the Fed is now “all in” regarding looking through the negative effects of the Delta variant. We surmise that the Fed anticipates, as we do, that this variant will become more manageable in the near future.
Hosted by Rob Sechan, panelists Jamie Dinan and Marc Lasry discussed markets, the uneven reopening of the economy,...
In general, estate planning is not what people wake up and want to chat about. However, this year there is plenty of news around the changes to tax policy that should be motivating you to start the dialogue and/or get educated on how the changes may impact you and your family.
Hosted by Rob Sechan, panelists Tom Lee and Anthony Scaramucci discussed an overview of the cryptocurrency market, the outlook for the market in 2021 and the future, as well as insights on how individual investors can gain exposure to this burgeoning asset class within their own portfolio.
A key focus of President Biden’s address to Congress last night was his proposed “American Families Plan.” Among many things, the plan includes new spending on what the administration describes as “human infrastructure” priorities.