Monday Musings: February 28, 2022
This week, we provide our thoughts on the market impact of sanctions against Russia and a potential Black Swan Event in China.
Month: February 2022
Monday Musings: February 22, 2022
This week, we provide our thoughts on the red hot housing market, volatility in the markets stemming from the Ukraine/Russia fiasco, and a potential silver lining for Societe Generale.
February 2022 Economic Update
The January FOMC meeting has set the stage for liftoff from the current zero interest rate policy. As was widely expected…
Monday Musings: February 7, 2022
This week, we provide our thoughts on strong earnings reports despite heightened volatility and soaring crude oil prices in the face of lingering supply chain issues.