Have we reached the end? Just as March 2020 marked the beginning of the COVID19 economic shock, March 2021 could go down as the end of the shock. As vaccine distribution hit critical mass, the weather turned nicer in the southern states, and yet another round of stimulus checks hit
There are a lot of opinions floating around about who caused what, when it changed, and what the future impacts will be. At SEM we choose to ignore those opinions and instead focus on the data. This week’s Chart of the Week will take a closer look at
The Fed says the economic data has “not noticeably picked up.” I’m not quite sure what she is looking at or what I’m missing because my economic indicators are showing a strong escalation in the pace of economic growth. This week we take a
Today is the day half the country has looked forward to for 8 years, while the other half has been dreading for the past 2 1/2 months. We’ve all spent far too long guessing what the new President & Congress will mean for the economy & the
2nd Quarter GDP growth again fell below expectations. While many market participants view this as good news as it may keep the Fed from raising rates in the near future, sooner or later the lack of growth should hurt stock prices.
The Fed assumes the economy will return to
