Market Insights

This may come as a shock, but inflation is brewing across the globe. As small businesses plan to raise prices to cope with a tight labor market, beleaguered supply chains, and climbing production…

The U.S. added only 194,000 jobs in September per Friday’s DOL report, far below the expected 500,000. Labor force participation also declined, keeping payrolls well below the pre-covid trend…

Nearly a year has passed since Pfizer and BioNTech announced successful Phase 3 trial results for their groundbreaking mRNA-based Covid-19 vaccine. The effort to develop, produce, and distribute these…

Despite a strong recovery in manufacturing activity, the U.S. trade deficit climbed to a record high of $73.3 billion in August. Sentiment is already split on what to expect from Q3 GDP, and a…

Unemployment remains a persistent problem in the U.S. as new claims remain elevated and continuing claims prove more stubborn than expected in the face of waning pandemic-era programs. Already facing…

The age of the pandemic discount appears to be over as rent inflation gains a double-digit foothold in the U.S. So far, the housing boom as flown largely under the CPI radar—will soaring equivalent…

Manufacturing activity is slowing across the U.S.—including slipping into contraction in the Mid-Atlantic—and paired with climbing prices, it’s sending ominous “stagflationary” signals of what…

Retail investors are at it again and have helped push daily stock options volume to unprecedented heights. With the broad U.S. corporate debt-to-equity ratio falling to historic lows as valuations…

U.S. household net worth hit an all-time high of $141.7 trillion in Q2 after a 19.6% year-over-year gain, per the Fed’s report Wednesday. Household assets are also at a record high, which may come…

The housing market at large cooled slightly in August, but rental inflation is soaring in a development that’s sure to have been a topic of conversation at this month’s FOMC meeting. Other likely…

Amid expiring unemployment benefits, higher than expected retail activity, and lower than expected inflation, the main topic of conversation during our latest Investment Committee meeting was the economy…

It’s a grim start to a big week as stocks slide and risk-off sentiment takes hold. Though inflow and outflow patterns might suggest otherwise, small caps were the only hold out last week as all…

Supply chain issues are pushing up producer prices and driving inflationary pressures; though CPI came in below expectations, the median month-over-month gain hit a multi-year high. But how useful…

From Siri and Alexa’s ever-increasing sophistication to the frightening accuracy of Facebook’s “people you may know” feature and Google Search’s predictive text, some of the world’s largest companies…

Last week’s jobs report disappointed as we moved into Labor Day Weekend, adding yet more data that indicates global growth may be losing steam. Though conditions have tightened, small businesses…

Manufacturing activity is slowing across the U.S. as the nation grapples with the Delta variant and significant supply-chain bottlenecks; the latest survey out of the Dallas Fed dramatically…

U.S. consumer spending came in slightly below expectations in July but remains above the pre-pandemic trendline and has continued to grow month-over-month. Meanwhile, the personal savings rate…

As the eviction moratorium comes to an end in the U.S. following a 6-3 vote in the Supreme Court, we’re seeing fewer renters making the transition to homeowners—though competition and price increases…

We’re seeing yet more evidence that manufacturing activity is moderating from its pandemic-era extremes, this time out of the Richmond Fed which saw activity fall significantly short of expectations…

Markets opened strong this morning after last week’s mini taper tantrum following the release of the Fed minutes. It’s good news for retail investors after a year of—pardon the buzzword…

Manufacturing growth continues to cool per the Philly Fed, which saw activity fall below expectations (23.1) at 19.4 in August as the sector moderates from its pandemic-era extremes. Normalization…

Retail sales slid -1.1% in July amid rising concerns over the Delta Variant and a broader shift toward spending on services, contributing to the major indices moving off highs yesterday to close in…

The University of Michigan consumer sentiment index fell to a pandemic-era low of 70.2 this month—suffering its worst negative surprise on record—as hospitalization of children with Covid-19…

Core CPI was up last month but the pace of growth slowed as expected. This was driven mainly by housing—as home price gains have topped the prior housing bubble peak—and Hotels—as long-awaited…

With the relatively unprecedented strength we have seen in global equity markets over the past ~2.5 years (with one rather extreme hiccup in between), some investors may be apprehensive about…

As many Americans used the stimulus stipends to pay down credit cards and other revolving debt throughout most of 2020, it has subsequently began rising again in 2020. Meanwhile, nonrevolving…

The U.S. is still on the road to recovery and the battle for market leadership shows how bumpy that road has been. However, both the S&P 500® Index and Dow Jones Industrial Average closed at record…

The U.S. trade deficit hit another record high this week as demand for domestic goods is on the rise . But many consumers are still choosing to save as the impact of the Delta Variant is still…

It appears the mass exodus from cities due to Covid fear in cities is slowing down as the number of people moving out of apartments to buy houses has somewhat normalized. And with the return of…