The pandemic, the war in Ukraine, and pressures and challenges arising from response to those shocks include shutdowns, substantial stimulus, an accommodative Fed, an uptick in virtual work and shopping, supply chain disruptions, relocations, social concerns such as rent affordability, hiring…

On the heels of a surprise 50-basis-point increase in the ECB’s target rate — despite evidence of a slowing of economic activity — the FOMC will likely make good on another 75-basis-point increase in its target federal funds range.

We think the oil/energy price spike from Putin’s war may be plateauing. Here’s why.

On Thursday, May 19, 2022, the Global Interdependence Center and the Solve Long Covid Initiative offered a one-day conference, “Long Covid: Research, Policy and Economic Impact” (

The next FOMC meeting is scheduled for July 26 & 27. The Committee will be faced with the challenge of assessing whether growth in the second quarter is likely to be negative, triggering the declaration of a recession, or whether growth has persisted.

The fourth program in the Ukraine: What’s Next? series, held at USF Sarasota-Manatee on May 24, 2022, focused on diplomatic and humanitarian aspects of Russia’s war on Ukraine. The program featured seven experts who were able to speak to different dimensions of the crisis, some of them offering…

Jamie McGeever’s article at Reuters, “Fed’s inflation target ambiguity risks market misstep on the Fed’s communication dilemma,” is a worthwhile four-minute read for any investor trying to sort out a directional pathway in the second half of this extraordinary 2022.

Treasury yields continued to rise during the second quarter of 2022. The largest movement was seen in T-bills as the Fed raised the fed funds rate by 75 bps in June. This trend has resulted in an extremely flat yield curve. The largest movement was in the 6-month bill, which rose 147.4 bps to 2.…

As we celebrate the birthday of America and wish each other safe travels, let’s take a moment and consider the veterans who protect and defend us.   Here’s a 25-minute interview with three vets. It was aired locally (Sarasota, FL) during Memorial Day weekend (linked here and repeated below…

Global equity markets outside of the United States are completing a second negative quarter, with the MSCI ACWI ex US IMI Index down 11.33% in the three months through June 24. For the year to date this index is down 18.04%, which is short of the bear market definition of a decline of more than…