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Supply Chain Is 40% of Inflation

The Big Picture

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. inflation over the 2019-21 period was due to the jump in demand for goods while 40 percent owed to supply-side issues that magnified the impact of this higher demand.”. Liberty Street Economics, August 24, 2022).

Medicine 363
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What Else Might be Driving Sentiment?

The Big Picture

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. Since 2019, Households invested more, home values jumped, and savings levels have risen. This quarter, it was Sentiment. .” 2 Regardless, something is amiss.

Media 351
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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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At the Money: How To Know When The Fed Will Cut

The Big Picture

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. If the Fed is cutting rates.

Numbers 288
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MiB: Ed Yardeni on the Roaring 20s

The Big Picture

.” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios.

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Market Commentary: Another October Low Forming?

Carson Wealth

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability. in the third quarter.

Marketing 143
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2019 Year-End Planning Letter

Brown Advisory

2019 Year-End Planning Letter. Fri, 11/01/2019 - 13:44. Each year’s gift tax annual exclusion expires at the end of that year; therefore clients who wish to use their 2019 exclusion amount should make annual exclusion gifts to all desired beneficiaries before December 31. Opportunity Zone Investments.