Entries by Meraki Global Advisors

Employment & Rates/ Tariffs

Employment & Rates Still undefeated in signaling a US Recession? It’s an interesting thought considering some of the Economic data reported this week. NFP came in strongly above expectations today, as well as JOLTS earlier in the week showing better Job openings than expected. The level of the 10yr TSY and the GDP YoY should […]

Performance/ Inflation

Performance As the year came to a close we thought offering a brief summation of performance metrics might help with perspective. MS PB Performance estimates: The market managed to complete the year without having a double digit draw down. Inflation A potential concern heading into the new year is the delayed impact to the lower […]

Stagflation, Should We Be Concerned?

Definition of Stagflation: Recent economic metrics show some concern we could be nearing a period similar to that of the 1970s. Both the CPI and PPI, Finished Goods less Food & Energy, ran up into 1974. The Unemployment rate, and EHUPUS Index followed and the QoQ GDP went negative for 3 quarters in a row, […]