Peak growth may be behind us, but markets may continue upward We believe the bulk of the restart-fueled earnings surge is behind us, and a moderation of earnings growth into next year is to be expected. The restart can only take place once. Yet companies…READ MORE
Still some complications while the economic restart continues to broaden As we enter the fourth quarter, Real GDP has now recovered to the output levels from the fourth quarter of 2019 and is on track to return to the 20-year trend growth that preceded the…READ MORE
Positive economic data and a strong outlook ahead With the Delta variant peaking and QE taper expectations reaffirming a strong outlook, we expect earnings growth to jump-start a move higher in cyclical sectors and small caps. Read More… – Equities Investment Council, NuveenThe week’s (8/27/2021)…READ MORE
Economic recovery continues, but can the Fed keep inflation in check? We are watching for signs of sustained inflation, such as higher wages and a faster velocity of money. But demographics, technology, and a flexible Federal Reserve should ultimately keep inflation, and interest rates, under…READ MORE
The US continues to open up, and mixed views on inflation persist… Remember that iconic photo signifying the end of World War II, with sailors kissing nurses in New York’s Times Square? Don’t expect quite that much exuberance this year, but Americans are throwing open…READ MORE
