Exploring what seven cyclones in the Atlantic could mean for insurance and reinsurance stocks

How Could an Unprecedented Hurricane Season Affect Insurance Stocks?

As we move firmly into hurricane season, the number of storm systems heading toward (or already making contact with) the eastern United States is already breaking records.

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Update on Inflation and U.S. Interest Rate Policy

Update on Inflation and U.S. Interest Rate Policy

On Thursday, August 27, 2020, Federal Reserve (Fed) Chairman Jerome Powell spoke at the highly anticipated virtual version of the Fed’s annual Jackson Hole conference. In providing an update on inflation, Mr. Powell took a majorly dovish tone and reiterated the Fed’s desire for 2% inflation,...

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Global Debt By Year

The Potential for a Return of Inflation, Part 2

Last week, we discussed an array of possible factors that could contribute to a rise in inflation. These include:

  • In an effort to spur the economy, policy makers have embarked on an unprecedented campaign of quantitative easing, a tool which is inflationary in nature.
  • Stimulative economic policy...
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The Potential for a Return of Inflation

Economic medicine that was previously meted out by the cupful has recently been dispensed by the barrel. These once-unthinkable dosages will almost certainly bring on unwelcome aftereffects. Their precise nature is anyone’s guess, though one likely consequence is an onslaught of inflation.” –...

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