April '21 Macro Commentary Markets are at a Disparate Crossroads….Goldilocks or Disruption Read More Sanjay KhindriApril 15, 2021
January 2021 Macro Commentary A New Paradigm in U.S. Fiscal and Monetary PolicyLess economic cyclicality supports risky asset valuations…but a new set of risk factors for investors to evaluate Read More Sanjay KhindriJanuary 5, 2021
October 2020 Macro Commentary Can’t see the Forest for the Trees…Is now the time for Keynesian Economic Policy? Read More Sanjay KhindriOctober 3, 2020
June 2020 Macro Commentary The Current Investment Environment Possesses Very Low VisibilityProceed with “Instrument Flight Rules Only” Read More Sanjay KhindriJuly 3, 2020