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Shawn Richards
Jan 17, 20221 min read
‘The Winter of Our Discontent’
In many ways, COVID continues to dominate the economic outlook. This is especially true as the U.S. passes through the heart of winter....
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Shawn Richards
Jun 19, 20211 min read
Heating Up Or Cooling Off?
While investors view the labor reports as evidence that the Fed will remain patient, persistent inflation pressures may force the central...
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Shawn Richards
May 16, 20211 min read
Dancing in the Streets?
Summer’s here (almost), and the time is right for dancing in the streets, or how the song goes. The reality is that even though there are...
15 views0 comments
Shawn Richards
Apr 19, 20211 min read
Past the Pandemic?
The combination of the weak dollar and rising energy prices could signal that the post-pandemic economic recovery is just around the...
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Shawn Richards
Mar 15, 20211 min read
Mixed Signals
The sharp rise in long-term rates has muted growth in the broader market, and at this point, the S&P 500 is up <5% YTD. Historically the...
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Shawn Richards
Jan 18, 20211 min read
Same as it Ever Was
While the markets continue to push record highs, multiple risks to growth remain. These include delays to and unintended consequences...
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Shawn Richards
Oct 16, 20201 min read
Towards a Winter of Discontent
With the U.S. election in 18-days, the expectation is that most investors will turn defensive unless there is a breakthrough on stimulus
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Shawn Richards
Sep 16, 20201 min read
Mixed Messages
The sell-off was technical and has not been enough to slow markets as the S&P 500 is more nearly 48 percent since its low on March 23rd. How
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Shawn Richards
Jul 17, 20201 min read
And the Band Played On
Even as public health officials have failed to stop the spread of COVID-19 and several states are considering the reimposition of lockdowns,
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Shawn Richards
Jul 5, 20201 min read
Is the Free Market Dead?
Central bank interventions, while buoying investors, have distorted the markets...
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Shawn Richards
Apr 15, 20201 min read
MMXX: ANNUS HORRIBILIS
The spread of the COVID-19 virus is a human tragedy, and the Federal Reserve has buoyed investors, half measures and incompetence are decima
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Shawn Richards
Mar 16, 20201 min read
'The End of the Beginning'?
375 Park Associates Risk Index for March 2020
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