Equity markets try to maintain momentum from strong first quarter Equities are set to continue their march higher following a better-than-expected payroll report Capital Market Impact April 5, 2021 economic growthinvesting strategiesmarket commentary
Rates likely a very modest drag on housing Existing home sales were much weaker than expected in February, falling by 6.6 percent to an annual pace of 6.22 million. Daily Economic Commentary March 23, 2021 market commentary
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
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
Vaccine optimism drives markets to record highs Equity markets broke out to a fresh record high on optimism surrounding a vaccine Capital Market Impact November 16, 2020 economic growthinvesting strategiesmarket commentary
Housing surges; a new paradigm for the Fed; new infections down Weekly Review: A downtrend in the new virus infection rate over the past month is reflected in improved high-frequency economic data. Economic Commentary August 31, 2020 consumer spendingeconomic growthhousing marketinflation
February Monthly Dashboard: Coronavirus is a wildcard for the economy and financial markets The coronavirus outbreak has increased risks for the global economy and has upset trade flows. Economic Commentary February 28, 2020 consumer spendingeconomic growthinflationinterest rates
Signs of Delta on both demand and supply The Delta variant of Covid has been having a growing impact on the economy over the past few months Economic Commentary September 8, 2021 consumer spendingeconomic growthhousing marketinflation
Solid, but modestly slowing, economic data Weekly Review: Economic data from last week continued to show a modest deceleration from the rapid pace over the first half of 2021. Economic Commentary August 30, 2021 consumer spendingeconomic growthhousing marketinflation
Economic growth spurts to start 2021 Weekly Review: Strong first quarter real GDP growth Economic Commentary May 3, 2021 consumer spendingeconomic growthhousing marketinflation