Market Commentary

Debt Ceiling Deadline, U.S. Life Expectancy Drops, Homebuilders Can’t Keep Up

July 26th, 2021
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Government must act on debt by July 31, Covid-19 shortens U.S. life spans, home building supply/demand imbalance

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Inflation Rises Again, Record High Job Openings, Strong China Q2 GDP Growth

July 19th, 2021
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Examining the 4 categories of rising inflation, glut of open jobs may not last, China’s growth may not be sustainable

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Supermarkets Stockpiling Food, Oil Prices and Cargo Costs Soar

July 12th, 2021
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Grocery stores hoard ahead of higher prices, retail and hospitality hiring boom, shipping costs have doubled in two months

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Consumer Purchases Shift, Business Investment Soars, Banks Remain Strong

July 12th, 2021
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Consumers switch to travel, restaurant spending, business investment tops pre-Covid high, banks not stressed

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Debt Ceiling Fight Looms, Red-Hot Housing Market Cools, Oil Price Respite

June 28th, 2021
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Workers’ leverage may not last, home sales slow down, debt ceiling deadline means political fight ahead

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Lumber Prices Fall, Retail Sales Drop, U.S. – EU Standoff is Over

June 21st, 2021
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Boeing-Airbus trade feud ends, consumers shift to restaurant and hotel spending, lumber prices still above average

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Job Market Sizzling, Wages Rising, Inflation in China

June 14th, 2021
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Keystone XL pipeline scrapped, U.S. job openings at record high, rising input costs fuel Chinese inflation too

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4 Key Takeaways from the Proposed Retirement Bill

June 7th, 2021
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Though it’s far from becoming law, here are some key elements of the “Secure a Strong Retirement Act of 2021”

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Consumers Shift Spending Habits, Red-Hot Housing, Possible Metals Shortage

June 1st, 2021
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Households spend on going out, home inventory shrinks and prices rise, precious metals shortage may lie ahead

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Cargo Ships Running Behind, the Impact of Inflation, Retraining for Post-Covid

May 24th, 2021
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Supply chain disruptions hit global economy, retraining to meet labor shortages, when will Fed act on inflation?

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