Newsletter
A Quarterly Report on Economic
Viewpoints and Investment Strategy
Winter 2023, Vol 38
The capital markets were anything but ordinary in 2022. Inflation soared, interest rates spiked, energy saw huge price swings, stocks experienced a bear market and bonds endured their worst year since the American Civil War.
Summer 2022, Vol 37
There is no scarcity of reasons for markets to be concerned about the investment backdrop. Inflation has risen at its fastest pace in four decades.
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