On occasion I come across an article or commentary that I find relevant and well-written and choose to share with you, our clients. Recently I came across such a post written by Dr. David Kelley, Chief Global Strategist for JP Morgan Asset Management. Dr. Kelly has done an excellent job illustrating the economic environment we are in today and the balancing act between reopening and over-stimulus. A link to the commentary is below if you are interested in reading.
https://www.linkedin.com/pulse/boil-simmer-david-kelly/
I hope this finds you all healthy and well. Please don’t hesitate to reach out if you have any questions.