Near-term Risks Still Climbing Just as the longer-term outlook continues to brighten, the near-term risks are still accumulating. Daily Economic Commentary January 13, 2021 market commentary
Cycle Watch: January 2021 – Stimulus returns Renewed fiscal stimulus and increasing vaccine availability should help the economic recovery resume. Capital Market Impact January 12, 2021 economic growthinflationinvesting strategiesmarket 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
Stocks go their own way in a turbulent economy It’s not unusual for stocks to decouple from the economy. Capital Market Impact December 23, 2020 economic growthmarket 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
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
Economic recovery at a crossroads Stocks rise to record highs, as do U.S. COVID cases. Capital Market Impact November 18, 2020 economic growthinvesting strategies
Vaccine news lifts markets and the outlook Optimism surrounding vaccine effectiveness, and perhaps mixed government, lifted equity markets. Economic Commentary November 16, 2020 consumer spendingeconomic growthhousing marketinflation
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
Vaccine data pushes equities to record levels Markets show dramatic increase on promising vaccine news Capital Market Impact November 10, 2020 economic growthinvesting strategiesmarket commentary
