Cycle Watch – September 2020 The U.S. economy appears to be emerging from recession, but full recovery from the downturn will likely take several years. Capital Market Impact September 16, 2020 economic growthinflationinvesting strategiesmarket commentary
Markets fall, investors become cautious Equity markets saw their worst week since June and the second-consecutive loss, as investor sentiment has quickly shifted Capital Market Impact September 15, 2020 economic growthinvesting strategiesmarket commentary
Strong rehiring adds a boost to the recovery Weekly Review: The sharp job market recovery extended into August, while the unemployment rate dropped sharply to 8.4 percent. Economic Commentary September 8, 2020 consumer spendingeconomic growthhousing marketinflation
Momentum is slowing, but the recovery continues August Monthly Dashboard: Economic data remained mostly positive through July. But the recovery appears to be decelerating. Economic Commentary August 28, 2020 consumer spendingeconomic growthinflationinterest rates
Back to business in the bond market Bond issuance is on pace for a record in 2020, despite economic and pandemic headwinds. Capital Market Impact August 19, 2020 economic growthinterest ratesmarket commentary
Temporary jobs return, but what about permanent? Temporary jobs bounce back, but will permanent jobs get axed next? Capital Market Impact August 12, 2020 economic growthinvesting strategiesmarket commentary
Better economic data, but rising infection rates increase near-term risks July Monthly Dashboard: The recovery gathered still more steam in June as job gains and retail spending spiked again. Economic Commentary July 24, 2020 consumer spendingeconomic growthinflationinterest rates
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
Rising new coronavirus infections muddies positive economic data Weekly Review: The sharp rise in COVID-19 cases clouded the recovery’s prospects last week even though the economic data were mostly positive. Economic Commentary July 13, 2020 consumer spendingeconomic growthhousing marketinflation
Recovery already? More strong data headed by jobs Weekly Review: The labor market continued to rapidly heal from the COVID-19 recession, adding a record 4.8 million jobs for June. Economic Commentary July 6, 2020 consumer spendingeconomic growthhousing marketinflation
