The Dynasty Economic & Market Outlook: Volatility is the New Black

Topics for discussion

  • Economic Outlook – “It’s a Mad Mad Mad Mad World”
  • Market Outlook – “Volatility is the New Black”
  • Building “All Weather” Portfolios

Economic Outlook: “It’s a Mad Mad Mad Mad World”

Divergence is the new kid in town

Yield curve getting flatter…

USD finally behaving as we expected

The fiscal vs. monetary tug-of -war

US economy gaining speed

Wage inflation starting to kick in

Some signs of economic “decoupling”

Global economy remains positive

Labor squeeze = wage inflation

The numbers behind the number

Inflation rising slowly but surely

Sentiment high and improving

Euro area starting to decelerate

Japan and China ok, but slowing

Divergence between oil and other commodities