Latest News & Insights
Oil prices and the illusion of inflation
We are skeptical that expectations of a post-pandemic surge of inflation will be realized, but markets may mistake an oil price basis effect for inflation.
Webinar: Brexit, blue wave & covid mutation
In our first webinar of the New Year, Carl Weinberg and Rubeela Farooqi discuss how the high-impact developments of the last few weeks have changed the outlook for 2021.
The economy versus the stock market
The recovery in the US stock market has coincided with the deepest economic contraction since the Great Depression. Will stocks continue on their current path or adjust to the economic reality?
The US participation rate for prime-age women has been falling faster than men, and women accounted for the entire drop in payrolls in Dec: A net job loss for women of 156K was partially offset by a 16K gain for men. We're not sure what this means for investors, but we are wary.
Our team is about to start a client webinar focusing on the changes to outlook for 2021 in light of the high-impact developments of the last few weeks. Can't join? You can request an invite to the replay...
https://t.co/gY8An2zAtP
The last two weeks have seen a number of impactful developments, from politics to the pandemic. They have impacted our outlook for 2021 as well.
https://t.co/KKtK1aLO3A
We are skeptical that expectations of a post-pandemic surge of inflation will be realized, but markets may mistake an oil price basis effect for inflation. https://t.co/dKAB19pC95
Thanks to all for support for our op ed on the insurrection yesterday. I'll be talking economics, not politics, on #cnbc Squawk Box Europe tomorrow (Friday) at 08:30 London tomorrow.