Today, we’ll provide a broad overview of the current investment landscape. Each quarter, we dig into a particular topic, worthy of your attention. Following months of lockdown, the first quarter of 2020 presented an early look at Post-Covid life. It is rare that the world so clearly lines up in a single direction – Government stimulus, 0% interest rates for the foreseeable future, a fast vaccine rollout, pent-up demand, record consumer savings, strong bank balance sheets… and a brand new $2t infrastructure plan in the works. The government is providing a tremendous amount of rocket fuel to the economy. Will we reach escape velocity or will we burn up in a fire of inflation? In this presentation, we’ll take a closer look at the countdown to economic liftoff. Please click this link for the video presentation.
2024 Q2 Quarterly Macro Review
