March 19, 2021—All’s quiet (for now) on the inflationary front. While we project a lift in the next few months, take it with a grain of salt, as the year-over-year comparison is to a pandemic-induced economic shutdown. Down the road, we anticipate higher inflation approaching 3%, but risk is to the upside—as we expect an improving economy and a largely vaccinated nation back in stores, with money in their pockets.
March 16, 2021—Inflation is on the minds and lips of everyone these days, and the just-signed stimulus package is increasing those concerns. Vaccine deployment is picking up, COVID-19 cases are down, spending is accelerating, and the nation is clamoring to enjoy the outdoors and one another in a way we haven’t in a full year. With the passage and signing of the American Rescue Plan Act of 2021 (ARPA) last week, we have growing conviction of strong economic growth in 2021.
February 12, 2021—What a difference a few weeks can make. In mid-January after announcing his stimulus plan, there seemed to be a 50/50 chance of President Biden seeking bipartisanship in getting 10 Republican Senators on board, or the (allegedly) more challenging route of budget reconciliation, which only requires 50 votes but puts limits on the actions that can be taken.
January 26, 2021—We’re not even a month into the new year and it feels like we’ve packed in six months’ worth of news and developments. The nail-biter Senate runoff elections in Georgia were followed by horrific events at the U.S. Capitol, a second impeachment of the sitting President, the inauguration of a new president, and the inauguration of an historic vice president. The inaugurations coincided with the one-year anniversary of the first U.S.
November 30—How has the pandemic impacted inflation rates and our inflation forecast as we inch closer to a post-COVID environment? Tony is joined by Wilmington Trust Investment Advisors Chief Economist Luke Tilley for a discussion about the importance of inflation as an economic and market indicator.Please listen to important disclosures at the end of the podcast.Paragon is a portfolio analysis, risk assessment, and goal optimization tool.