CBO forecasts ongoing output gap The latest Congressional Budget Office economic outlook calls for a rebound in real GDP of 3.7 percent this year. Daily Economic Commentary February 3, 2021 market commentary
Elevated ISM points to a post-pandemic boom The ISM manufacturing index slipped modestly in January, coming in at 58.7 from a prior 60.5 Daily Economic Commentary February 2, 2021 market 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
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
Meet the new boss, same as the old boss In the short-term, the transfer of power is likely to do very little to alter the prevailing economic trajectory. Daily Economic Commentary January 21, 2021 market 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
Core inflation remains muted The core CPI moved higher by just 0.1% in December to hold at +1.6% on an annual basis for a third straight month. Daily Economic Commentary January 14, 2021 market commentary
Cycle Watch: January 2021 – Stimulus returns Renewed fiscal stimulus and increasing vaccine availability should help the economic recovery resume. Capital Market Impact January 12, 2021 economic growthinflationinvesting strategiesmarket commentary
Financials to kick off earnings season Fourth quarter earnings season gets underway this week, with the banks again in the leadoff position. Daily Economic Commentary January 12, 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
