The economy is growing at the fastest rate in 50 years, corporate earnings are on fire, and inflation is at the highest level in the last 30 years… and interest rates are lower?
5-Minute Huddle: Interest Rates Don’t Have To Rise
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5-Minute Huddle (blog)
5-Minute Huddle: The Second Half of 2021
As we enter the second half of 2021, we find ourselves with a booming U.S. economy along with an oversupply of vaccines and job openings. These conditions are a far cry from where we were at the beginning of the year, let alone twelve months ago.
5-Minute Huddle: Peaks and Valleys
This week’s Huddle explores the remarkable economic and financial market environments we’re living in today. The current situation is a mirror image of the “unique” period we lived through last year. After a brutal lockdown that created distinct extremes, we’re now witnessing extremes on the other end.
5-Minute Huddle: Returning to “Good, But Not Great” Growth
Slower growth in a few years is, to some degree, baked in the cake. Our pre-pandemic thesis of “Good, But Not Great” economic growth was based on an aging U.S. population, immigration trends, and demographic headwinds reducing the potential output of the U.S. economy. The massive wave of stimulus put that thesis on pause, but it did not change the fundamentals underpinning the thesis.
5-Minute Huddle: Learning Through Uncertainty
By Justin Pawl, CFA, CAIA, CFP® A belated Memorial Day “thank you” to all the servicemen and women, past and present, and their families for sacrificing so much for the freedoms we often take for granted. Although imperfect, America would not be the greatest country...
5-Minute Huddle: Should I Own Bitcoin?
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. Minutes from the Federal Reserve’s recent meeting revealed that several FOMC members want to begin discussing tapering soon. The European Union fell into another double-dip recession, recording negative growth in...
5- Minute Huddle: Closing’s Easier Than Reopening
By Justin Pawl, CFA, CAIA, CFP®
Supply shortages and higher prices are an unwelcome aspect of the Great Re-Opening.
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,...
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