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Macro Thoughts

Analysis, Ideas and Reflections on Macroeconomic Topics

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The Complicated Reality of Those Inflation-and-Stock-Return Analyses

We crunched a lot—and we mean a lot—of numbers on inflation and stocks.

Editorial Staff
Fisher Investments, 1 June 2021

Bonds Didn’t Get The Inflation Memo

"And in the end, while most economists fret about deflation, it is after weak dollar periods we are most vulnerable."

Joseph Callhoun
Alhambra Investments, Weekly Market Pulse: Bonds Didn’t Get The Inflation Memo, May 16, 2021

Reinventing the Greatest Generation

In Search of the GI & Infrastructure Bills of Tomorrow

Danielle Dimartino Booth, CEO & Chief Strategist
Quill Intelligence, April 21, 2021

US Recessions – Contractions and Expansions

The Zarnowitz Rule, which we discussed last year, states simply that the “steeper the downturn, the sharper the upturn”.

Variant Perceptions, Blog, US Overheating Risk, April 22, 2021

The everywhere rally

Keeping a lid on the asset boom, continued...

Liam Bailey, Global Head of Research
Knight Frank, Your midweek update, 05.05.2021

Reflation train — arriving on time

As we head into the predictable spring/summer inflation surge and vaccine driven reopenings of 2021, Jenna Barnard and John Pattullo, co‑heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.

Jenna Barnard, CFA , Co-Head of Strategic Fixed Income, Portfolio Manager; John Pattullo, Co-Head of Strategic Fixed Income, Portfolio Manager
Janus Henderson Investors, Investment Viewpoints, April 2021

Historical Lessons About U.S. Inflation

Is Meaningfully Higher Inflation Looming?

Jay Bryson, Chief Economist; Sarah House, Senior Economist; Sara Cotsakis Economic Analyst
Wells Fargo Securities, LLC, Economics, Special Commentary, March 15, 2021

The ''New'' New Deal Has Already Arrived. Thank the Covid Panic.

We’ve entered a new era of politics and government in America, and the Left is pretty happy about it.

Ryan McMaken
Mises Institute, March 13, 2021

Flush with Cash & Finally Someplace to Go

Ready Money & the Re-opening of the Service Sector

Tim Quinlan, Senior Economist; Shannon Seery, Economist; Sara Cotsakis, Economic Analyst
Wells Fargo Securities, LLC, Economics, Special Commentary, March 11, 2021

The Epidemiology of Inflation

The great Milton Friedman famnously referred to inflation as a disease.

Adrian Owens, Investment DIrector; Rahul Mathur, Investment Manager
GAM Investments, 09 March 2021
Articles: 1-10 / 294
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