Insight & Commentary

  • Economist Nancy Lazar Sees Robust Rebound in Capex, Infrastructure and Consumer Spending
    Cornerstone Macro forecasts 9 percent GDP growth by 4Q 2021.
  • Federal Reserve Sees a “Transitory” Rise in Inflation
    Longer-term U.S. Treasury yields have been rising alongside inflation expectations. Just how transitory an expected inflation “pop” proves matters as the economy reopens amid a gusher of fiscal stimulus.
  • It’s Always the Right Time for EM
    Emerging market equities can provide both return and diversification benefits, but only with a consistent and meaningful portfolio allocation.
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