Our Thinking

Stock markets have moved lower globally while already high energy prices have risen further. Uncertainty has risen as well for inflation, growth and government policies. A review of some key indicators can provide perspective for investing yet ahead.

Investors always are searching for clues as to data and trends ahead that would influence market outcomes. A review of some recent clues can provide perspective for investing yet ahead.

The pandemic’s impact has been felt around the world in so many ways. Dependencies once taken for granted have been derailed and the consequences persist. A review of some important dependencies can provide perspective for investing yet ahead.

Most recently, “transitory” was used by policymakers to describe the recent high rate of inflation. “Transitory” now has transitioned to “persistence” as recurring data suggested that higher inflation may be here for longer.

With the pandemic has come a higher rate of inflation. A review of some important inflation characteristics can provide perspective for investing yet ahead.

Economic and financial disparities pre-date the pandemic. To date, some have dissipated, others exacerbated and new ones emerged.

Reaching record stock market price levels is a cause for celebration. A review of some recent highs and lows can provide perspective for investing yet ahead.

The global economy and financial markets are coming back from the impact of the coronavirus pandemic. A review of some important factors can provide perspective for investing yet ahead.

From an event so unusual as a global pandemic, other unusual outcomes were likely to emerge. A review of some recent unusual outcomes can provide perspective for investing yet ahead.

The popularity of a common stock is reflected in the breadth of its ownership and its relative price movement. A review of the consequences of stock popularity can provide perspective for investing yet ahead.