January Monthly Dashboard: The economic soft patch will be over soon Additional stimulus payments and expanded unemployment insurance should lift spending in the next few months. Capital Market Impact January 29, 2021 consumer spendingeconomic growthinflationinterest rates
Fed stays the course The FOMC left policy unchanged as expected yesterday. Daily Economic Commentary January 28, 2021 market commentary
A tale of two economies across income sectors. COVID-19 restrictions have impacted high- and low-wage earners differently. Capital Market Impact January 27, 2021 consumer spendingeconomic growth
Consumer confidence moves higher Consumer confidence rose for the first time in three months in January. Daily Economic Commentary January 27, 2021 market commentary
Markets near record highs, though valuation concerns loom Equity markets continued their impressive rally last week Capital Market Impact January 26, 2021 economic growthinvesting strategiesmarket commentary
Soft patch continues, but remains narrowly based While the soft patch remains intact, it still doesn't look to be spreading. Daily Economic Commentary January 22, 2021 market commentary
Small business worries spread to the economy Will struggling businesses survive the COVID-19 recession? Capital Market Impact January 20, 2021 economic growthinvesting strategiesmarket commentary
Bank optimism growing Banks issued quarterly earnings that were ahead of consensus expectations thanks to a drawdown of loan loss reserves. Daily Economic Commentary January 20, 2021 market commentary
Jobless claims jump New claims for unemployment insurance shot up by 181,000 last week to a four-and-a-half month high 965,000. Daily Economic Commentary January 15, 2021 market commentary
Markets rally to start the year despite political turmoil Equity markets continued their pro-cyclical shift in positioning Capital Market Impact January 11, 2021 economic growthinvesting strategiesmarket commentary
