by NovemAdmin | May 7, 2021 | Reading List
From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Semiconductors Semis are a major choke-point for the global economy. Bottlenecks are holding up production of major goods...
by NovemAdmin | May 7, 2021 | Reading List
From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Velocity of Money (continued from the April 23rd Reading List) What Does Money Velocity Tell Us about Low Inflation in the...
by NovemAdmin | May 7, 2021 | Reading List
From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: A Hidden Bond-Market Problem Does a good job of laying out and quantifying what we already know- the fixed income market...
by NovemAdmin | May 3, 2021 | Blog, commentary
The Markets It’s Spring and economic recovery is in the air. Last week, the Bureau of Economic Analysis reported the U.S. economy grew at a 6.4 percent annualized rate for the first three months of 2021. While that’s good news for companies and workers, asset managers...
