Bryan Perry
Goldilocks Rally Rewards Big Growth and Reflation Stocks
The perpetual debate of whether investors should weight their portfolios toward growth or value stocks rages on every day the market is open. Both the bond and stock markets hang on every economic data point to bolster the case for both views, with algo-models fueling fierce sector rotation like neon fish in an aquarium darting […]
Will The Fed Deal Promptly With Rising Inflation?
One thing about this market is that it can’t seem to make up its mind about whether inflation is going to take off or has already peaked. If you listen to the Fed, the second quarter will mark the highest rate for inflation. Then, it will cool in the months ahead. If you listen to […]
Inflation Provides Big Tailwinds for Commodities
Coming into the month of June, the noise level about runaway commodity prices was at a pretty high decibel reading. Just about every hard and soft class of commodities was trading firmly higher due to the global reopening of several major economies, compounded by wide-ranging logistical bottlenecks and outright shortages. This set of conditions lit […]
Markets are Rattled as the Fed Sends an Inflation Warning
Most investors are keenly aware that the market hates uncertainty, and they understand why the indices buckle when there is a lack of information to provide clarity. Last week’s Federal Open Market Committee (FOMC) meeting provided what most thought was a great dose of certainty via the Fed’s policy statement that, at first, gave the […]
G7 Meeting Produces Little Progress On China
The classic definition of the phrase “like a bull in a china shop” is a person who breaks things or who often makes mistakes or causes damage in situations that require careful thinking or behavior. I think this metaphor can be applied to the current situation regarding the growing tensions between the United States and […]
Will the Bull Market Stand the Test of New Taxes?
The old saying that “the only two things we can be certain of in life are death and taxes” came to light this past weekend when the G7 nations passed a resolution to set a global corporate minimum tax rate of 15%. The G20 nations will meet in July to weigh in on their support […]