There Is Inflation

Friday, May 4, 2018 |

As discussed in my previous post, despite robust global and US economies inflation has remained soft relative to expectations. The Fed’s elusive 2% target has resulted in an unhurried approach t...

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Where is Inflation?

Thursday, February 1, 2018 |

In my last post, we looked at the rare levels of subdued equity market volatility and how odd this seems given the rising geopolitical tensions around the world. Nevertheless, corporate earnings have...

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