The Flywheel
Small insights building on each other
Some Thoughts on Market Volatility
At present we are in the throes of a global interest rate reversal wherein some 60 central banks have used their various tools to either exit negative rates or hike artificially low rates. The combined effects of unwinding years of stimulus and forcing borrowers to confront the real cost of funding is hastening deleveraging in an environment of shrinking liquidity.
4th Quarter, 2021
Political decisions often skew market forces which in turn affect economic outcomes.
The Inflation Conundrum
Inflation is often referred to as a hidden tax, as it slowly erodes the purchasing power of savings. For that reason, awareness of inflation and strategies to blunt its impact are crucial to successful investment outcomes.
