The Reality that Lurks Beneath the Surface
Chief Investment Owner and Co-Founder Dr. Charles Lieberman weighs the recently released September jobs report, and what it really means for the labor market as a whole, and shares ACM's ongoing investment positioning....
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Could the Recovery Be Too Strong?
Many people fear that the Fed’s injection of trillions in liquidity will cause inflation to surge. We do not see rising inflation as a serious risk this year, so any concerns about inflation are premature. But it could become a problem depending on fiscal and monetary policy actions this year and next....
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