Blogs

Quarterly Market Review: Q4 2021 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Shifting Gears Even as the pandemic continues to delay a full normalization of the global economy, the exit from emergency support has begun. Most fiscal and administrative efforts have waned, and global monetary authorities have moved on from protecting against the downside to worrying about inflation. The emerging theme is one of shifting gears away from stimulus and towards relative austerity and to relying on the private sector to take the lead as the engine of recovery...

Quarterly Market Review: Q3 2021 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Once More Unto The Brink! The quarter saw many worrisome headlines that could have caused significant consternation for market participants and did lead to some volatility and weakness towards the end of the quarter. Overall, however, the general stability of the markets was a testament to their fortitude. The US -- and Global -- Economy was on the brink of an extraordinary recovery until the Delta Variant of the Covid-19 Virus intervened. An ongoing survey of market economists...

Nobody likes to find an item or brand they want is out of stock, but as any retailer knows, it’s happening more frequently. And, it’s becoming more clear that businesses will likely face supply chain constrictions for some time. Shipping delays and cost increases are expected to continue. In September, four records were set in three weeks for the number of cargo ships waiting to unload off the California coast. Some analysts suggest that supply chains will be tight well into 2022 and maybe even beyond. Shipping delays and cost increases are expected to continue. In September, four records were...

As more economic stimulus has been poured into the economy over the last year in an attempt to stave off the worst effects of the pandemic, an increasing number of economic professionals have warned against a coming spike in inflation. While the United States historically has had a low overall rate of inflation compared to other countries, there are still some troubling signs for businesses to shield themselves against. Some inflation is inevitable as the country emerges from the pandemic simply as a normalization from the unusually low growth in 2020. Finding ways to creatively cope with a...