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THE ARITHMETIC OF ASYMMETRY
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Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
Market Outlooks
Global Weekly Commentary: Scarcity inflation raises growth risks
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Scarcity inflation is here. Supply shocks have created shortages of goods, energy and food that are driving up prices.
Market Outlooks
Global Weekly Commentary: Impact of the drive for energy security
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The West is trying to wean itself off Russian energy in the wake of the tragic war in Ukraine.
Market Outlooks
Global Weekly Commentary: Energy shock, Fed spur new outlook
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Much has changed since our 2022 outlook. The tragic war in Ukraine has resulted in a global energy shock.
Market Outlooks
Global Weekly Commentary: Tough Fed talk on inflation, little bite
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The Fed last week signaled a large and rapid increase in its policy rate over the next two years and struck a surprisingly hawkish tone, indicating it’s ready to go beyond normalizing to try to tame inflation.
Market Outlooks
Global Weekly Commentary: Ukraine war to cut growth, up inflation
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The war in Ukraine has already caused a terrible human toll.
Market Outlooks
Student of the Market: March
Stay on top of the changing market environments by learning from their historical parallels.