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Jul
2021
By Poorvi Parekh, CFA
The first half of 2021 seems to have gone fairly quickly with vaccinations, a move toward normal life, and good market returns facilitating a smooth transition in the direction of post-pandemic normality. Compared to a year ago, the economic pendulum has swung from dire concerns about the pandemic to more optimism towa…

Jul
2021
By Christian Escalante
This article is an educational starting point to understand the most used inflation indicators: CPI and PCE. A great deal of econometrics and statistical methods are used in the formation of these indexes. While this article does not cover these methods in detail, the goal is to outline the general composition of infla…

Apr
2021
By Poorvi Parekh, CFA
As the first quarter of 2021 progressed, governments across countries made a concerted effort to move toward some semblance of normality. A decline in new COVID cases, vaccine availability, and the continued commitment by central governments to maintain accommodative policies have all contributed to improved economic a…