The market is said to always be climbing a “wall of worry.” Here are the current issues that are creating a new wall or helping to take down previous “walls of worry.” Financial global markets are drawing support from the effectiveness of ongoing vaccinations and improving economic signs. Consumer sentiment is re-evolving, resulting in rising consumer demand as pandemic anxieties …
Macro Overview May 2021
Last year’s Federal Government stimulus package was credited with helping both individuals and business weather a mandated shut down. However, the continued efforts to throw money at the waning crisis appear a bit short sighted as we take a closer look at the effort of a possible fourth stimulus package and the beginning of tax increases to pay for all …
Macro Overview January 2021
The start of a new year brings renewed hope and optimism. Here is a quick look at the past years major events and government legislation affecting the market, interest rates, inflation, as well as the expected carry over into this year. The rollout of vaccinations will be a continuing news topic along with the long-term changes to consumer behavior as …
Macro Overview November 2020
With the election over, a lingering uncertainty has been removed as expectations of how fiscal policy and stimulus programs funded by government debt may evolve. Unfortunately, along with the increased clarity of possible new government policy, other things are becoming clearer as some economists and market analysts project eventual higher taxes along with an expanding fiscal debt. A politically divided …