Market Outlook The financial markets are floating in a “sea of liquidity” these days, enjoying the calming effects of low interest rates, low inflation, mobility returning to the economy, COVID vaccinations, and corporate earnings rocking analyst forecasts.  Furthermore, GDP forecasts for the US this year are in the +6% to +7% range.  Fed Chairman Jay…

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Market Outlook In 1992 James Carville was credited with coining the phrase “it’s the economy, stupid” to highlight a key factor driving opinion in the Presidential election of that year. In a similar fashion for 2021, one might summarize the primary factor impacting financial markets as “it’s all about the liquidity.” While this is an…

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