Interest rates, inflation and corporate earnings are key indicators of the health of the economy and the trajectory of the investment markets. In this video, Co-Chief Investment Officer Jim Vogt discusses the current state of the economy and the outlook for the months ahead.
April 2021 Economic Update – “Growth vs. Inflation Part 2”
Earnings growth is accelerating, interest rates remain unnaturally low, and there is way too much money seeking a home. But too much money means valuations get stretched and pockets of euphoria erupt. In this video, Tower Bridge Advisors Chief Investment officer Jim Meyer discusses the trajectory of the market, given the unique factors currently impacting …
April 2021 Economic Update – “Growth vs. Inflation Part 2”Read More
February 2021 Economic Update – “2021 – Growth vs. Inflation”
The market is projecting continued growth in corporate profits. Coupled with low interest rates, this will continue to inflate asset values, including stocks, until interest rates rise and inflation increases. In this video, Tower Bridge Advisors Chief Investment officer Jim Meyer discusses the possibility of rising rates and inflation stalling the growth in asset values. …
February 2021 Economic Update – “2021 – Growth vs. Inflation”Read More
December 2020 Economic Update – “2021 – Growth vs. Inflation”
Heading into 2021, the big questions to be answered are whether companies can continue to grow revenues and earnings, and if the Fed can keep inflation in check and interest rates low. In this video, Tower Bridge Advisors Chief Investment Officer Jim Meyer discusses the path ahead in 2021 and the impact of growth and …
December 2020 Economic Update – “2021 – Growth vs. Inflation”Read More
November 2020 Economic Update: A New President and a Vaccine
With the election behind us, there is a bit more certainty about what a new administration would mean for the economy. In this video, Tower Bridge Advisors Chief Investment Officer Jim Meyer examines the potential impact of a Biden Presidency, combined with the upswing in COVID cases that threatens to negatively impact the economy again.
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