Fiscal Stimulus

China Syndrome

The China Syndrome The economic news out of China is going from bad to worse. The world continues to bet on massive government stimulus, but it never seems to happen. Could a melt-down be coming? (For you non-movie buffs, China Syndrome is a 1979 movie about a nuclear meltdown, that amazingly was released a mere […]

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Why A Recession Now May Mitigate Higher Long-Term Inflation Later | February 19, 2022

Why A Recession Now May Mitigate Higher Long-Term Inflation Later The Federal Reserve is facing some critical decisions that will likely dictate the direction and pace of the economy over the next several years. Our view of the optimal scenario is where the Fed taps the economic brakes just enough to snuff out persistent inflation, […]

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Bond Yields Raise Their Ugly Head | January 16, 2021

Bond Yields Raise Their Ugly Head Most of the time, market commentary focuses on the stock market, but every so often, the bond market flexes its muscle and takes center stage. This week was one of those times and with good reason. The push-pull of more fiscal policy to help the economy and the inflationary […]

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China Syndrome

Why A Recession Now May Mitigate Higher Long-Term Inflation Later | February 19, 2022

Bond Yields Raise Their Ugly Head | January 16, 2021

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