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Macro Thoughts

Analysis, Ideas and Reflections on Macroeconomic Topics

Articles: 1-10 / 288
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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

The Fed’s Kryptonite

"Let’s discuss three forces that may move Treasury yields; they are interdependent. First, there’s inflation. Next, there’s Treasury supply. Third, there’s the Fed reaction function, which ultimately plays the most crucial role."

Peter Cecchini
Epsilon Theory, AlphaOmega Advisors, March 4, 2021

''Covid did not crash the economy, government crushed the economy.''


Kristi Noem, 33rd and current governor of South Dakota since January 5, 2019.
2021 Conservative Political Action Conference (CPAC) in Florida., February 27, 2021

The old school recovery

A focus on stimulating the real economy will make the post-Covid-19 recovery different from previous ones.

Peter van der Welle, Strategist Global Macro team
Robeco, Monthly Outlook, 05 February 2021

Where to find shelter from rising inflation

Some investors are worried that inflation is set to rise. We look at which assets are likely to offer the best protection.

Sean Markowicz, CFA Strategist, Research and Analytics
Schroders, 1 February 2021

Will One of the Last Orthodox Central Banks be the First to Hike Rates?

Perhaps against historical precedent, the Central Bank of Russia (CBR) is one of the last remaining orthodox central banks, and it may be the envy of the developed markets given its success with achieving its 4% inflation target, even in the midst of a pandemic.

Giancarlo Perasso, Lead Economist, Global Macroeconomic Research Team
PGIM Fixed Income, The Bond Blog, January 20, 2021

Yield Curves Are Lower But Steeper Than at the Beginning of 2020

Sovereign yield curves and yield curve slopes

Justin Thomson, Chief Investment Officer, International Equities
T. Rowe Price, Global Market Outlook, December 2020
Articles: 1-10 / 288
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