Early Thoughts on 2022
With the fourth quarter underway, 2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year.
How is Delta Affecting Consumer Behavior?
A look at high-frequency data provides us clues on how the Delta variant is affecting the consumer economy.
COVID Update: Delta Variant Market Impact
This week we share some insight into how the Delta variant may impact markets throughout August 2021.
Small Business Pulse Check
While U.S. economic conditions have certainly improved, U.S. small business conditions remain somewhat less stable.
Economy Picking Up Speed
We explain why inflation is making headlines and why investors should not be overly concerned.
Race To Immunity To Beat Global COVID-19 Surge
Even as an unprecedented global vaccine rollout is underway the daily number of new COVID-19 cases reported (measured by the 7-day moving average) recently passed 1.25 million for the first time.
Peak Optimism?
While optimism surrounding the reopening is certainly understandable, we take a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.
Global Vaccinations: More Shots = Less COVID-19
While the pace of the inoculation programs implemented around the world has varied greatly, one thing is becoming clear from the data: More shots equal less COVID-19.
10 Economic Lessons from 2020
2020 was a unique year, from the longest economic expansion ever to the shortest recession on record. Stock markets are forward-looking, and they want clarity on elections, too. Above all else, 2020 showed our ability to persevere.
Three Fed Takeaways from an Extraordinary Year
2020 was an extraordinary year for the Federal Reserve (Fed). The Fed responded swiftly and decisively to rapidly accelerating financial and economic uncertainty. The current Fed was helped by precedents and policies created during the 2008-09 recession, but also went beyond them to address the specific economic needs of the current crisis.