More mixed housing data imply continued supply constraints Existing home sales surprise to the upside Economic Commentary October 25, 2021 consumer spendingeconomic growthhousing marketinflation
Bulls return on earnings optimism, though challenges persist Equity markets continued to demonstrate tremendous resiliency, with a recovery from the sluggishness in September. Capital Market Impact October 18, 2021 economic growthinflationinterest ratesmarket commentary
Solid, but modestly slowing, economic data Weekly Review: Economic data from last week continued to show a modest deceleration from the rapid pace over the first half of 2021. Economic Commentary August 30, 2021 consumer spendingeconomic growthhousing marketinflation
Delta variant and supply chain headwinds, but still solid forward momentum August Monthly Dashboard: The Delta variant may impact consumer behavior while shortages of labor and other inputs are slowing production. Economic Commentary August 27, 2021 consumer spendingeconomic growthinflationinterest rates
Mostly weaker economic data Large decline for retail sales in July Economic Commentary August 23, 2021 consumer spendingeconomic growthhousing marketinflation
Inflation moderates but remains above-trend Weekly Review: Inflation modestly cooler for July, but still hot Economic Commentary August 16, 2021 consumer spendingeconomic growthhousing marketinflation
Summer heats up for job gains Weekly Review: Another surge in job gains for July Economic Commentary August 9, 2021 consumer spendingeconomic growthhousing marketinflation
Solid data, but below expectations Weekly Review: Strong underlying GDP growth, but the top line disappoints Economic Commentary August 2, 2021 consumer spendingeconomic growthhousing marketinflation
Investors continue to buy the dip despite the COVID-19 resurgence Equity markets have surged to record levels, with investors continuing to buy any dips in the market despite rising virus concerns Capital Market Impact July 26, 2021 economic growthinvesting strategiesmarket commentary
The recovery has ended and the expansion begun Monthly Dashboard: The recovery has ended and the expansion begun, but faster inflation is a concern. Economic Commentary July 23, 2021 consumer spendingeconomic growthinflationinterest rates
