Solid data, but below expectations Weekly Review: Strong underlying GDP growth, but the top line disappoints Economic Commentary August 2, 2021 consumer spendingeconomic growthhousing marketinflation
Investors continue to buy the dip despite the COVID-19 resurgence Equity markets have surged to record levels, with investors continuing to buy any dips in the market despite rising virus concerns Capital Market Impact July 26, 2021 economic growthinvesting strategiesmarket commentary
The recovery has ended and the expansion begun Monthly Dashboard: The recovery has ended and the expansion begun, but faster inflation is a concern. Economic Commentary July 23, 2021 consumer spendingeconomic growthinflationinterest rates
Inflation surges again but softer gains likely ahead Weekly Review: Consumer inflation still hot for June Economic Commentary July 19, 2021 consumer spendingeconomic growthhousing marketinflation
Post-pandemic boom continues, but held back by supply-chain problems July Monthly Review: Inflation peaking during a bumpy transition out of the pandemic Economic Commentary July 13, 2021 economic growthhousing marketinflationinterest rates
Service sector starving for workers Weekly Review: Service sector growth hit by lack of labor Economic Commentary July 12, 2021 consumer spendingeconomic growthhousing marketinflation
Hiring breaks out to the upside Weekly Review: Job gains jump as service sector reset continued in June Economic Commentary July 6, 2021 consumer spendingeconomic growthhousing marketinflation
Strong earnings not driving stock rallies The current backdrop for equities remains supportive, but there is an increasing tug of war between optimists and pessimists Capital Market Impact April 26, 2021 economic growthinvesting strategiesmarket commentary
Rising rates continue to impact investor confidence Equity markets look to rebound following a two-week losing streak Capital Market Impact March 1, 2021 economic growthinvesting strategiesmarket commentary
