Market Insights – First Quarter 2022

Above-trend Growth in 2022  Introduction The remarkably short Covid recession of 2020 was followed by a rapid and powerful recovery in 2021. Bolstered by massive policy stimulus, global economies and markets were resilient enough to overcome uncertainty from virus variants and inflation spikes. The U.S. economy grew by almost 6% in 2021 in real terms […]

Actionable Ideas: Above Trend Growth in 2022

The last three years have produced some of the most extreme backdrops in the history of global economies and markets.  We were still in the midst of the longest expansion ever in the U.S. in 2019.  The only cloud on the horizon to disturb the calm back then was the question of when the cycle […]