Author: UPFINA

The anticipation of this early drop-off in pandemic programs in about half the country might be causing the lower income class to cut spending now.

Most people still aren’t back to the office in the top cities. We need to wait another 6 months to see what normalized office usage looks like.

Lately stocks and bonds have been correlated. If you are worried bonds won’t save you from volatility, then change up your allocation.

The Fed has made financial conditions easy. Be careful of when they tighten in the next year.

It will be interesting to see if a dovish June meeting causes the dollar index to fall into the mid-80s.