Share to Twitter Share to Linkedin Business leaders across the globe are regularly asking themselves some form of the following four questions: How do I navigate today’s environment of extraordinary uncertainty? How likely are inflation and recession in major markets? What scenarios should I therefore be planning for? Amid all this uncertainty, what are long-term themes and opportunities I should invest in? As the prepandemic world fades, executives are left to navigate what some are calling a “polycrisis”—a set of smaller crises, both geopolitical and macroeconomic, that together add up to more than the sum of their parts. Covid. Supply chain insecurity. War in Europe. Energy transition. Low consumer and business confidence. Trying to isolate the impact of any one of them is like attempting to pull ingredients out of a baked cake. Karen Harris, managing director of Bain & Company’s Macro Trends Group, argues that in an era of such … [Read more...] about Leaders Navigating An Uncertain World
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Whoops QE: Good News And Bad News
Share to Twitter Share to Linkedin It must be said that all the banking pros predicted that QT wouldn’t last and that QE would start soon enough and that was why stocks were not going to crash any further in the winter of 2022. I thought this unlikely because the central banks would zig and zag but nonetheless get a fair way along the tightening path and pause it at some point for good after more stock market pain. QE = Bull QT = Bear Now these bankers did not predict their own demise as the reason for this end of QT (quantitative tightening) but here we are. How ironic. Here is a chart of the Federal Reserve Balance Sheet: About half of the tightening that has crimped the stock market has been reversed by a QE move. That is probably bad news for inflation and probably good for the market. What does this mean going forwards? It means tightening is over for quite a while and inflation is unlikely to come crashing down anytime soon. … [Read more...] about Whoops QE: Good News And Bad News
Know The Red Flag In Your Portfolio
Share to Twitter Share to Linkedin Travis Forman, Portfolio Manager at Strategic Private Wealth Counsel - Harbourfront Wealth Management . Not to alarm you, but there may be a red flag in your portfolio. You might have a sound investment plan and be adequately diversified, but how are you protecting your purchasing power? Do you have inflation-fighting assets in your portfolio? Whether we acknowledge it or not, we are in an era of higher inflation. Just a couple of years ago, inflation was low, and interest rates were at rock bottom. As we know, this has changed significantly since then. While peak inflation of 9.1% in the United States and 8.1% in Canada may no longer be a reality, a swift return to the days of 2% inflation is also unlikely. If you need to hear it from someone other than me, the multinational investment corporation BlackRock agrees. In its 2023 outlook, the firm stated, “we think we are going to be living with inflation … we see … [Read more...] about Know The Red Flag In Your Portfolio
Tech Companies Big And Small Look To Include AI Technology And Crypto Picks Up Big Gains – Forbes AI Newsletter March 25th
Share to Twitter Share to Linkedin TL;DR The Fed elected to raise base interest rates by 0.25 percentage points, sticking to the script despite financial uncertainty from the collapse of Silicon Valley Bank and Signature Bank AI continues to make headlines as both big and small tech companies release new products and features almost daily Crypto has been quietly picking up big gains, and some believe the current financial wobbles could mean it has further to run Top weekly and monthly trades Subscribe to the Forbes AI newsletter to stay in the loop and get our AI-backed investing insights, latest news and more delivered directly to your inbox every weekend. And download Q.ai today for access to AI-powered investment strategies. Major events that could affect your portfolio A month ago, it was all but guaranteed that the Fed would be raising rates by 0.25 percentage points in their March meeting. Some analysts were even … [Read more...] about Tech Companies Big And Small Look To Include AI Technology And Crypto Picks Up Big Gains – Forbes AI Newsletter March 25th