As we entered 2021, we put the pivot point of the economy and market returns squarely on inflation.
We look at the myriad of liquidity measures and what the draining from gains does to asset prices and fiscal and monetary responses.
The state of the U.S. household is in one the best shapes it has been in throughout history; though depending on how you look at it, it may corroborate your skepticism or optimism. At a recent discussion, a key debt figure was triggering doubt about this optimism.
Since the dawn of time music has played a pivotal role in the defining of the times and the progression made. We would like to utilize the artistic genius of these maestros to bring some context to the current pivotal point in the economy and capital markets.