Five Things To Know Heading Into August
We share some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.
Six Surprises So Far in 2021
2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises. Below we take a look at some things that have happened so far in 2021 that have surprised us.
Midyear Outlook 2021: Picking Up Speed
After a 2020 we will never forget, we look ahead to the second half of 2021, and even into 2022, with optimism for the future.
Stocks Are Going Streaking
To quote the great Frank the Tank from Old School, “We’re going streaking!” Although Frank had another idea, stocks have been streaking in some historic ways, both near-term and longer-term.
Three Things That Worry Us
We explore three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.
Inflation And What the Fed Is Saying
Inflation seems to be on the rise, but we believe there are good reasons to think it will be transitory.
Small Business Pulse Check
While U.S. economic conditions have certainly improved, U.S. small business conditions remain somewhat less stable.
Policy Shifts May Challenge Markets
Policy tailwinds may turn into headwinds in 2022, but economic fundamentals are likely to dominate.
May Payrolls Not Too Hot, Not Too Cold
Today’s report likely did little to convince the Fed that the labor market is closer to meeting its “substantial further progress” goal on employment, and therefore, all else equal, will not compel them to consider reducing asset purchases sooner rather than later.
Economy Picking Up Speed
We explain why inflation is making headlines and why investors should not be overly concerned.