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
At the beginning of October, I pointed out the sensationalism of the financial media when they pointed out how the ISM Manufacturing Index posted the worst number in 10 years. It was only 0.2 lower than the previous 10 year low. After a rebound in October, the ISM Manufacturing
Unlike the January employment report, the April report did not have any blatant data points that caused a “crash”. With average earnings only rising 0.1% myopic market participants celebrated the lack of wage inflation, hoping this will allow the Fed to take a few more months off
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
What should we expect from the economy over the short & long-term?
What does this mean for the Fed and their interest rate decisions?
Most importantly, how should investors be positioned?