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Here are three things I think I am thinking about this weekend: 1) Is the Disinflation Trend about to Gain Momentum Again? Friday’s PCE report showed further improvement in inflation down to 2.75% compared to the year ago rate of 4.76%. There has been a lot of commentary in recent months about a resurgence in inflation or a failure of the Fed to get to its ...
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There are two forces that shape the investment climate, politics, and economics, and they are both at the fore in the coming weeks. Among the highlights will be the European Central Bank meeting that will mostly likely begin its easing cycle. The Bank of Canada is a close call. If it does not cut rates in June, it will probably do so in July. The Swiss ...
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