Tag: inflation
- 22.08.2021
It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”.
If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.
- 26.07.2021
- Categories: Investment ideas, News, Personal finance
- Tags: COVID, ECB, ESG, europe, inflation, water
ECB waits for 3%+ inflation levels. Water is a hot topic in ESG investing. Markets rebound after COVID related sell off, but small caps going nowhere.
- 6.03.2021
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: inflation, interest rates, Stocks
Today's release of unemployment statistics in the US is impressive. Analyst comments put the current interest rate jitters in a historical perspective.
- 1.03.2021
- Categories: Investment ideas, News, Personal finance
- Tags: $DKNG, inflation, interest rates, TLT, TNX, TSLA
Inflation threats scared the market, and sent tech shares down. We discuss seasonality and highlight weakness can resurface after a bounce.
- 21.02.2021
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: Biotech, bonds, inflation, interest rates, Medtech, Semiconductors, TBT, TLT
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
- 29.07.2020
- Categories: Investment ideas, Personal finance
- Tags: COVID, inflation, interview
AVC Advisory’s Alan McGregor and Michael Barry interview Andrey Movchan, an asset manager and non-resident scholar of the Carnegie Moscow Center.