By Justin Pawl, CFA, CAIA, CFP®
Supply shortages and higher prices are an unwelcome aspect of the Great Re-Opening.
5- Minute Huddle: Closing’s Easier Than Reopening
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5-Minute Huddle (blog)
5-Minute Huddle: Real Estate To Cap Bond Yields?
By Justin Pawl, CFA, CAIA, CFP® I’m trying a slightly different format. More detail about the market moving and key economic events from the prior week, plus a deeper dive into a specific topic or two. Let me know if you like it, hate it, or don’t read this blog ....
5-Minute Huddle: Too Quiet?
Justin Pawl, CFA, CAIA, CFP® Last Week Today. After reports of patients' blood clots, J&J halted the distribution of its Covid vaccine in the US and postponed the rollout in Europe. | Cryptocurrency trading platform Coinbase went public with its valuation briefly...
5-Minute Huddle: Re- or In- “flation”
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. The International Monetary Fund (IMF) upped its 2021 global growth forecast to 6% (highest since 1980). | Somehow, Treasury Secretary Yellen convinced the IMF to argue for a minimum global corporate tax rate,...
5-Minute Huddle: Interest Rates, Inflation and Stocks
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. The Dallas Fed Manufacturing Index jumped from 17.2 to 28.9 in March, its highest reading since 2018. | Consumer confidence rose 19.3 points to 109.7 in March, the strongest single-month increase since April 2003, which...
5-Minute Huddle: Tax Bite
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. The Bank of Canada announced it would soon begin tapering asset purchases, making it the first G-7 country to try to end Quantitative Easing. | The WSJ reported there are 1.5 million licensed realtors in the U.S., but...
5-Minute Huddle: The Fed Stands Firm
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. Retail sales fell in Feb (-3%), but January’s estimate was revised higher by 2%. Overall, the retail sales level remains above the pre-pandemic trend line and supports continued economic recovery. | The FOMC meeting did...
5-Minute Huddle: Are Equities Cheap or Expensive? Yes.
Justin Pawl, CFA, CAIA, CFP® In today’s edition: Stock Market Valuations How Did We Get Here? Investment Strategy Last Week Today. Texas Governor Greg Abbot allowed businesses to open to full capacity and removed the mask mandate (many believe this was a calculated...
5-Minute Huddle: Five for Five Mins
5-Minute Huddle: Five-for-Five By Justin Pawl, CFA, CAIA, CFP® Five things that caught my attention last week: Dr. Copper – Copper, the industrial metal, is said to have a Ph.D. in economics because of its historical ability to predict turning points in the...
5-Minute Huddle: Inflation & Godot
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. January retail sales blew away estimates, jumping 5.3% as reduced social-distancing restrictions and effects of the $900 billion in additional stimulus approved under Trump before he left office took hold. | The...
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