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Plenty o’uncertainty

Commentary: May 24, 2021 What do markets hate? They hate uncertainty, and recently there has been plenty of it. Some of the questions plaguing economists and pundits include: Why aren’t people returning to work? Americans, like people in other parts of the world, have...

Look who’s visiting

Commentary: May 17, 2021 Uncle Inflation is here. Will he overstay his welcome? Ever since the financial crisis, central banks have pursued expansionary monetary policies to encourage reflation and avoid deflation. Well, it’s taken some time, but inflation is finally...

An Unexpected Surprise

Commentary: May 10, 2021 Like a gender reveal gone wrong, last week’s employment report delivered an unexpected surprise. Economists estimated 975,000 new jobs would be created in April. The United States Bureau of Labor Statistics (BLS) reported there were just...