Q1, 2022: Candyland

By buffalobuilt | January 28, 2022 |

Growth, Inflation & Policy SLOWING GDP GROWTH Growth is unquestionably decelerating, while inflation prints are becoming increasingly important. Should we see inflation accelerating from here, expect fireworks. If inflation however starts to decelerate, it could be a decent year for risk assets. While we are watching inflation as the primary driver of outcomes this year,…

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Q4 2021

By buffalobuilt | January 14, 2022 |

Summary ​​Equity markets delivered positive returns in the final quarter while fixed income returns were flat. Due to an improving labor market and stubbornly high inflation levels, policymakers are set to reduce the unprecedented fiscal stimulus and unsustainable levels of monetary policy accommodation. ​​​​​​ Inflation became officially politicized when Democratic Senator Joe Manchin of West Virginia cited…

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