Nancy Lazar
U.S. MANUFACTURING RESURGENCE
Worried about inflation, especially after October’s big consumer price number? The CPI’s 6.2% increase from a year ago was the fastest 12-month gain since 1990 and the fifth month in a row of +5% inflation.
What about rising interest rates? How about America’s economic standing in the world?
Continue Reading »WHY THE 4 FORCES DRIVING THE ECONOMY’S COMEBACK ARE POWERFUL AND SUSTAINABLE
How surprised have you been by the market’s supercharged recovery from the March lows and the economy’s rebound from the COVID trough? By any measure, the snapback has been extraordinary. The shortest bear market in U.S. history, a mere 33 weeks from late February to late March, and a much faster recovery than expected.
As this week’s guest, Nancy Lazar told clients recently: “In the last expansion it took almost 9 years (until 2018) for unemployment to fall to 4.0%. Today the Fed expects (more likely wishes) to see 4.0% just 4 years into this expansion. And since this cycle’s Drivers are leveraged to the Fed’s main policy tool – interest rates – the Fed’s in a good position to make it happen.”
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TOP RANKED ECONOMIST NANCY LAZAR DISCUSSES THE PROSPECTS FOR THE U.S. ECONOMY.
In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run.
LAZAR: NEW, SMARTER CONSUMER?
NEW, SMARTER CONSUMER?
Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer?
2014’s BEST CALLS
Who got the economy and markets right in 2014? We introduce the economist, strategist and portfolio managers who hit home runs on WEALTHTRACK this year. Continue Reading »
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