Market Commentary
Trade Deficit at Record High, Oil Prices Rising, a Closer Look at Unemployment Rate
U.S. imports hit record but exports also rise, oil production not meeting surging demand, higher unemployment rate could be a good thing
Read MoreQ3 GDP Growth Drags, Debt Ceiling Standoff, Home Prices Still Soaring
Delta problems add to GDP growth headwinds, government shutdown threat, “transitory” inflation lingers
Read MoreChina Real Estate Bubble, Natural Gas Price Spike, More Supply Chain Woes
Chinese property developer rattles markets, natural gas up 15%, cargo ship jammed up at ports
Read MoreU.S. Consumers Resilient, Tax Hikes Planned, Asian Restrictions Hit Supply Chain
Consumer spending bounces back, plans for higher taxes on corporations and wealthy, supply snags affect global economy
Read More3 Reasons for More Volatility in Second Half of 2021
This week, we offer 3 reasons we expect an increase in downside volatility in the remainder of the year
Read MoreHousehold Income Rises, Aluminum Prices Soar, Covid-19 Still Impacting Supply Chains
Households still strong but spending slows, unemployment benefits affect hiring, aluminum at 10-year high
Read MoreGlobal Effects of Asian Work Restrictions, Housing Supply Rises, U.S. Economy Cools
Lock downs stifle Vietnam manufacturing, 2 years of remote work due to pandemic, housing prices still high amid more supply
Read MoreCompanies are Cash-Rich, U.S. Growth Outpaces China, Retail Sales Dip
U.S. firms sitting on record levels of cash, retail dip could be cause for concern, Q2 GDP growth surges ahead of China
Read MoreInflation Still High but Easing, More Jobs than Jobless, Gold not Great Inflation Hedge
A look at what’s driving inflation, why there are more open jobs than unemployed workers, and how gold fares against inflation
Read MoreBusinesses Flush with Cash & Credit, SEC to Regulate Crypto, Delta Mandates Tested
Unused corporate credit up 20%, businesses and municipalities test mask, vaccine mandates, SEC to scrutinize crypto trading
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