Improving economy and stimulus drive markets to record highs Equity markets look to continue their bullish run Capital Market Impact March 15, 2021 economic growthinvesting strategiesmarket commentary
Markets remain volatile as economic data inflect higher Equity markets were mixed in a volatile week Capital Market Impact March 8, 2021 economic growthinvesting strategiesmarket commentary
February Monthly Dashboard: Stimulus fuels economic growth acceleration Vaccine distribution and fiscal stimulus help to bridge the economy to a post-pandemic world. Economic Commentary February 26, 2021 consumer spendingeconomic growthinflationinterest rates
Will rising inflation derail the economy? Higher government spending could tip the interest rate scales. Capital Market Impact February 17, 2021 inflationinterest ratesmarket commentary
Markets drop as retail investors and hedge funds tangle Markets look to rebound this week following the worst week since October Capital Market Impact February 1, 2021 economic growthinvesting strategiesmarket commentary
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
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
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
December Monthly Dashboard: Virus resurgence threatens near-term growth even as vaccines/stimulus lift expectations The uptick in infections slowed the economic recovery even as vaccine and stimulus news lifted prospects for a rebound. Economic Commentary December 22, 2020 consumer spendingeconomic growthinflationinterest rates
