Strong economic growth to continue May Monthly Dashboard - The second quarter’s annualized pace of growth could be in double-digits as the U.S. economy moves toward a full reopening. Economic Commentary June 1, 2021 consumer spendingeconomic growthinflationinterest rates
Perceptions of job availability soar The Conference Board's consumer confidence index saw a surge in sentiment around employment availability. Daily Economic Commentary May 26, 2021 market commentary
Markets in holding pattern, awaiting next positive catalyst Markets are likely to continue in a sideways pattern until we grow into our valuation Capital Market Impact May 24, 2021 economic growthinvesting strategiesmarket commentary
Fed inches toward tapering This is another step toward a more hawkish posture that is likely to continue playing out in the years ahead. Daily Economic Commentary May 20, 2021 market commentary
Jobless claims fall again New claims for unemployment insurance fell for the fourth time in five weeks in early May. Daily Economic Commentary May 14, 2021 market commentary
Concerns rise over tax increase proposals Could higher taxes on capital gains impact markets? Capital Market Impact May 12, 2021 market commentarytaxes
Fed flags financial stability risks The Federal Reserve's latest Financial Stability Report warned of the risks associated with elevated asset values. Daily Economic Commentary May 11, 2021 market commentary
As market rally matures, eyes remain on Fed Markets rallied to record highs Friday in reaction to disappointing jobs report Capital Market Impact May 10, 2021 economic growthinvesting strategiesmarket commentary
Early cycle productivity boom underway Nonfarm business productivity was stronger than expected in the first quarter. Daily Economic Commentary May 7, 2021
Supply chain dislocations evident throughout ISM report The ISM manufacturing index recorded its largest decline in a year in April, falling to 60.7 from a prior 64.7 Daily Economic Commentary May 4, 2021 market commentary