Pence Wealth Management publishes Pence Perspectives, our flagship research report covering the latest macroeconomic trends. In each issue, Pence Wealth Management professionals provide market commentary assessing key economic drivers, risks, and near to-midterm investment opportunities. Leverage the insights of our trusted advisors to navigate even the most challenging markets.
Pence Perspective | Q4 2021
Luis Silva2022-02-16T14:07:50-08:00Pence Perspective | Q4. 2021 Download Here Bottom Line Up Front A wave of stimulus, a wave of savings, and a wave of demand are about to collide with a wave of COVID-19, a wave of supply chain and labor disruptions and a wave of inflation. We will frequently hear about waves, surges, and many other analogies but the bottom-line is that a rising tide lifts all boats. $5.4 trillion in stimulus since the start of the pandemic, plenty of excess savings, and the newly signed $1.2 trillion infrastructure bill offer a rising tide of sorts. The [...]