by David Morrison | Jun 16, 2022 | Economics & Capital Markets, Peloton Updates |
In response to higher-than-expected inflation and rising inflation expectations, the Federal Reserve raised its benchmark interest rate 0.75% in its largest increase in nearly 30 years. Fed Chairman Jerome Powell announced the committee’s decision and provided...
by Steve Carr | May 16, 2022 | Economics & Capital Markets, Peloton Updates |
“Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” – Milton Friedman How We Got Here There is only one threat driving the sharp correction in...
by Matt Bradley | Apr 14, 2022 | Peloton Updates, Quarterly Recap |
Following two years of pandemic crisis and recovery, 2022 is shaping up as the year investors got serious about inflation. The numbers have been largely meaningless since economies across the globe were halted during the worst of COVID. Until recently, Fed Chairman...
by David Morrison | Mar 15, 2022 | Economics & Capital Markets, Peloton Updates |
The Federal Open Market Committee (FOMC) gathers this week for the first time in 2022 (they are scheduled to meet 7 times in 2022). Federal Reserve Chairman, Jerome Powell, and committee members are tasked with their dual mandate to promote maximum employment and...
by Steve Carr | Feb 15, 2022 | Economics & Capital Markets, Peloton Updates |
“As the stock price was going the wrong way, everything inside the company was going the right way.” With these words, founder & CEO Jeff Bezos described the disconnect during the Dot-com Bubble between how Amazon’s stock (AMZN) and Amazon the company were...
by Matt Bradley | Jan 13, 2022 | Peloton Updates, Quarterly Recap |
In what was generally a strong year for the economy and for equity markets, the last six weeks of 2021 were dominated by the emergence of another COVID variant – this time Omicron. The shortened trading session on Friday after Thanksgiving is usually a positive day...
