No split government after all Democrats won both runoff elections in Georgia on Tuesday, giving the party control of the Senate. Daily Economic Commentary January 7, 2021 market 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
Fed adds a word of emphasis Learn more about what the FOMC said in yesterday’s meeting Daily Economic Commentary December 17, 2020 market commentary
Stimulus compromise likely to leave out the public sector How will the new $908 billion stimulus package proposal impact the economy? Daily Economic Commentary December 16, 2020 market commentary
Cycle Watch: December 2020 – Post election progress Positive economic growth numbers suggest the COVID-19 recession may be the most severe and the shortest recession in the post-WWII period Capital Market Impact December 15, 2020 economic growthinflationinvesting strategiesmarket commentary
Stimulus and vaccine optimism continue to drive markets Equity markets are set to rebound to near-record levels on Monday on heightened optimism for a fiscal stimulus deal Capital Market Impact December 14, 2020 economic growthinvesting strategiesmarket commentary
Jobless Claims Spike Initial unemployment claims spiked by 137,000 last week to a two-and-a-half month high 853,000. Daily Economic Commentary December 11, 2020 market commentary
Job gains slow for November Nonfarm payrolls grew by 245,000 for November – a solid figure in absolute terms, but well below consensus expectations. Economic Commentary December 7, 2020 consumer spendingeconomic growthhousing marketinflation
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
