Inflation: How transitory? As rising commodity costs add to price pressures, investors fear inflation will become deflation. Capital Market Impact October 13, 2021 inflationinvesting strategies
Earnings expectations under pressure The recent spell of robust earnings is threatened by inflation, supply chain issues and input cost pressures. Capital Market Impact October 7, 2021 economic growthinvesting strategies
Delta variant and supply chain headwinds, but still solid forward momentum August Monthly Dashboard: The Delta variant may impact consumer behavior while shortages of labor and other inputs are slowing production. Economic Commentary August 27, 2021 consumer spendingeconomic growthinflationinterest rates
Bulls and bears in tug of war as uncertainties loom Equity markets continue to muddle along, with investors confused about the direction of the next move Capital Market Impact August 23, 2021 economic growthinvesting strategies
Solid data, but below expectations Weekly Review: Strong underlying GDP growth, but the top line disappoints Economic Commentary August 2, 2021 consumer spendingeconomic growthhousing marketinflation
Investors continue to buy the dip despite the COVID-19 resurgence Equity markets have surged to record levels, with investors continuing to buy any dips in the market despite rising virus concerns Capital Market Impact July 26, 2021 economic growthinvesting strategiesmarket commentary
The recovery has ended and the expansion begun Monthly Dashboard: The recovery has ended and the expansion begun, but faster inflation is a concern. Economic Commentary July 23, 2021 consumer spendingeconomic growthinflationinterest rates
Hiring breaks out to the upside Weekly Review: Job gains jump as service sector reset continued in June Economic Commentary July 6, 2021 consumer spendingeconomic growthhousing marketinflation
The S&P 500 hits record high despite surging inflation S&P 500® Index begins the month at a fresh record high after being stuck in a narrow trading pattern for two months Capital Market Impact June 14, 2021 economic growthinvesting strategiesmarket commentary
China’s population growth continues to slow China's population growth is the slowest since the modern census came into existence in the 1950s. Daily Economic Commentary May 19, 2021 market commentary
