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
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
January Economic Review: Rising infections lead to renewed restrictions and slower growth – but we expect improvement soon Mostly weak data as recovery slows to close out 2020. Economic Commentary January 19, 2021 consumer spendingeconomic growthhousing marketinflation
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
Stimulus to Limit the Near-Term Downside The big story at year-end was the long-awaited passage into law of a second COVID relief bill. Daily Economic Commentary January 5, 2021 market commentary
Investor optimism around vaccines and stimulus may have peaked Record equities continue to concern observers, with several asset classes echoing trends from the late 1990s Capital Market Impact December 21, 2020 economic growthinvesting strategiesmarket commentary
The recovery shifts to a lower gear October Monthly Dashboard: Some components of the economic recovery downshifted in September. Economic Commentary October 23, 2020 consumer spendingeconomic growthinflationinterest rates
A surge in growth for the third quarter, but slower growth ahead continues September Monthly Dashboard: Rapid rebound in spending and hiring should drive a record 25-30 percent annualized surge in real GDP during Q3. Economic Commentary September 28, 2020 consumer spendingeconomic growthinflationinterest rates
Momentum is slowing, but the recovery continues August Monthly Dashboard: Economic data remained mostly positive through July. But the recovery appears to be decelerating. Economic Commentary August 28, 2020 consumer spendingeconomic growthinflationinterest rates
