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Monthly Market Review: March 2019

Christopher LaPorta

March 19, 2019


Inflation and geopolitics could be viewed as the market’s biggest risks. Current worries about inflation harken back to the so-called “wage-push” inflation of the 1970s, while geopolitical risks are ever present in the markets. Brexit seems a manageable near-term concern, but the risk from a growing rivalry between the U.S. and China, both industrially and diplomatically, loom larger these days. Could the markets be wrong to worry about inflation and China?

This Market Brief argues these fears might be overstated.