Bank lending standards continue to ease Bank lending standards eased on balance for the first time in nearly two years over the last three months. Daily Economic Commentary May 6, 2021 market commentary
Economic growth spurts to start 2021 Weekly Review: Strong first quarter real GDP growth Economic Commentary May 3, 2021 consumer spendingeconomic growthhousing marketinflation
Capex remains on a solid path Capital spending advanced by 22.9 percent and 14.0 percent, respectively, in the third and fourth quarters of last year. Daily Economic Commentary March 5, 2021 market 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
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
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
Cycle Watch: November 2020 – Recovery downshift Policy support for the recovery has become more mixed in recent months. While the Fed has promised to maintain a highly accommodative monetary policy for some time, further fiscal stimulus is on hold until after the November elections Capital Market Impact November 10, 2020 economic growthinflationinvesting strategiesmarket commentary
More evidence that the economic recovery has begun July Monthly Review: We have seen more evidence that the recovery has begun – unless virus outbreaks and additional lockdowns intensify. Economic Commentary July 14, 2020 consumer spendingeconomic growthinflationinterest rates
Cycle Watch October 2021: U.S. economy braces for headwinds After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact October 18, 2021 cycle watchmarket commentary
Bulls return on earnings optimism, though challenges persist Equity markets continued to demonstrate tremendous resiliency, with a recovery from the sluggishness in September. Capital Market Impact October 18, 2021 economic growthinflationinterest ratesmarket commentary
