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Key Takeaways GDP is ‘old news’ vs. real-time activity metrics Biggest week of Q3 earnings season next week Company commentary focus: bottlenecks, demand & visibility Out with the old, in with the new! This is a phrase used in all …

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Key Takeaways US economy will gain momentum heading into 2022 Companies taking action to mitigate supply chain issues Productivity gains will keep margins at healthy levels Tomorrow is National Dictionary Day! Whether spoken or written, the power of words is …

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Weekly Headings

Key Takeaways Seasonal trends may shift to become a tailwind Stagflation scares overblown as economy remains resilient Comparison to 2011 debt ceiling crisis misplaced The fall season began a few weeks ago, and while the leaves and temperatures may be …

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Weekly Headings

Key Takeaways The Fed exercises patience in policy adjustments yet again Government shutdowns have not led to dramatic declines Delta variant has not hindered consumer spending A September Slowdown? The US economy has had its foot on the gas pedal …

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Weekly Headings

Key Takeaways The Fed learned its lesson about transparency Quantitative easing fulfilled its goals of stability & liquidity US yields remain attractive on a relative basis The lights are on and the stadiums are packed which means football is finally …

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Weekly Headings – 31/08/2021

Key Takeaways Debates on stimulus & the debt ceiling still to come Updated dot plot may shift rate hike expectations Fda approval will lead to boosters & new mandates As Labor Day, the unofficial end to summer, draws near, investors …

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Weekly Headings – 24/08/2021

Key Takeaways All sectors & industries investing in technology Share repurchases reach a new post-COVID peak Dividend growth critical given low interest rates Expanding upon the insights we received from listening to 2Q earnings conference calls was the message that …

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