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
Stimulus spending pushes government debt to record highs A rise in interest rates may worsen the debt picture. Capital Market Impact October 28, 2020 interest ratesinvesting strategiesmarket commentary
Slower, but still solid, job growth Weekly Review: The U-3 unemployment rate fell sharply again for September, down to 7.9 percent from 8.4 percent in August. Economic Commentary October 5, 2020 consumer spendingeconomic growthhousing marketinflation
A surge in growth for the third quarter, but slower growth ahead continues September Monthly Dashboard: Rapid rebound in spending and hiring should drive a record 25-30 percent annualized surge in real GDP during Q3. Economic Commentary September 28, 2020 consumer spendingeconomic growthinflationinterest rates
