Market Commentary

Trade Deficit at Record High, Oil Prices Rising, a Closer Look at Unemployment Rate

October 11th, 2021
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U.S. imports hit record but exports also rise, oil production not meeting surging demand, higher unemployment rate could be a good thing

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Q3 GDP Growth Drags, Debt Ceiling Standoff, Home Prices Still Soaring

October 3rd, 2021
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Delta problems add to GDP growth headwinds, government shutdown threat, “transitory” inflation lingers

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China Real Estate Bubble, Natural Gas Price Spike, More Supply Chain Woes

September 27th, 2021
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Chinese property developer rattles markets, natural gas up 15%, cargo ship jammed up at ports

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U.S. Consumers Resilient, Tax Hikes Planned, Asian Restrictions Hit Supply Chain

September 20th, 2021
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Consumer spending bounces back, plans for higher taxes on corporations and wealthy, supply snags affect global economy

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3 Reasons for More Volatility in Second Half of 2021

September 13th, 2021
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This week, we offer 3 reasons we expect an increase in downside volatility in the remainder of the year

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Household Income Rises, Aluminum Prices Soar, Covid-19 Still Impacting Supply Chains

September 7th, 2021
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Households still strong but spending slows, unemployment benefits affect hiring, aluminum at 10-year high

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Global Effects of Asian Work Restrictions, Housing Supply Rises, U.S. Economy Cools

August 30th, 2021
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Lock downs stifle Vietnam manufacturing, 2 years of remote work due to pandemic, housing prices still high amid more supply

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Companies are Cash-Rich, U.S. Growth Outpaces China, Retail Sales Dip

August 22nd, 2021
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U.S. firms sitting on record levels of cash, retail dip could be cause for concern, Q2 GDP growth surges ahead of China

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Inflation Still High but Easing, More Jobs than Jobless, Gold not Great Inflation Hedge

August 16th, 2021
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A look at what’s driving inflation, why there are more open jobs than unemployed workers, and how gold fares against inflation

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Businesses Flush with Cash & Credit, SEC to Regulate Crypto, Delta Mandates Tested

August 9th, 2021
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Unused corporate credit up 20%, businesses and municipalities test mask, vaccine mandates, SEC to scrutinize crypto trading

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