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
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
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
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
Investor optimism around vaccines and stimulus may have peaked Record equities continue to concern observers, with several asset classes echoing trends from the late 1990s Capital Market Impact December 21, 2020 economic growthinvesting strategiesmarket commentary
Stock valuations elevated as warning signs rise Stock valuations are elevated in more ways than one. Capital Market Impact December 17, 2020 investing 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
The recovery shifts to a lower gear October Monthly Dashboard: Some components of the economic recovery downshifted in September. Economic Commentary October 23, 2020 consumer spendingeconomic growthinflationinterest rates
Markets break losing streak despite substantial uncertainty Equity markets managed their first gain in five weeks Capital Market Impact October 5, 2020 economic growthinvesting strategiesmarket commentary
