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
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
Fed stays the course The FOMC left policy unchanged as expected yesterday. Daily Economic Commentary January 28, 2021 market commentary
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
Ongoing rally fuels bubble fears The ongoing rally in stock prices is fueling increasing concerns that a bubble may be developing. Daily Economic Commentary January 26, 2021 market 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
Lack of trust is a structural headwind Academic studies have confirmed a strong relationship between societal trust and economic progress. Daily Economic Commentary January 8, 2021 market commentary
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
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
