Nettet12. jul. 2024 · Hoisington Q2 Quarterly Review and Outlook. Four pages of big picture insight, Hoisington Investment Management’s Second Quarter Review and Outlook “Too Much Debt” is now available here. Spoiler alert: The current economic growth and inflation rates of 2024 will be the highest for a very long time to come. Nettet19. jan. 2024 · Based on empirical evidence, theory and peer reviewed scholarly research, the massive secular increase in debt levels relative to economic activity has undermined economic growth, which has in turn, served to force real long-term Treasury yields lower.
A Word of Caution From Lacy Hunt on Inflation, Treasury
Nettet24. apr. 2013 · For, as Van and Lacy say, "A review of post-war economic history would lead to a logical assumption that the money supply (M2) would respond upward to [the Fed's] massive infusion of reserves into the banking system. ... Hoisington Investment Management – Quarterly Review and Outlook, First Quarter 2013. Printing Money Nettet24. apr. 2013 · Hoisington Investment Management Company (www.Hoisingtonmgt.com) is a registered investment advisor specializing in fixed-income portfolios for large … blackdown leisure
Quarterly Review and Outlook - Hoisington
NettetHoisington Investment Management Company publishes its Quarterly Review and Outlook usually within two weeks after each quarter end. Hoisington Investment Management Company (HIMCo) is a federally registered investment adviser located … NettetTools Lacy Harris Hunt [1] is an economist and Executive Vice President of Hoisington Investment Management Company (HIMCO). [2] He is Vice-Chairman of HIMCO’s strategic investment policy committee and also Chief Economist for the Wasatch Hoisington Treasury Bond Fund. [3] Nettet19. jul. 2011 · By Lacy Hunt, Hoisington Asset Management. The three competing theories for economic contractions are: 1) the Keynesian, 2) the Friedmanite, and 3) the Fisherian. The Keynesian view is that normal economic contractions are caused by an insufficiency of aggregate demand (or total spending). This problem is to be solved by … blackdown interiors