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Strong earnings push stocks higher, despite some macro concerns
November 1, 2021
The market has been very volatile recently. In between higher earnings expectations and concerns about a possible market correction, what investors should do?
The economy and earnings — still growing amid uncertainty
October 4, 2021
Delta fear factor, inflation concerns, the Fed’s tapering make investors rely on mega-cap growers, but the projections from the broader market stay positive.
Economy in for a slower recovery due to Delta peak and inflation
September 1, 2021
Employment, industrial production, and factory usage are strengthening. Yet the Delta variant’s impact on growth and inflation could be larger than expected.
Tech and Communications outperform amid the Delta wave
August 2, 2021
Despite the growth bounce there’re concerns around the Delta wave impacting the market and Tech serves as a safety resort against potentially slower economy.
Stocks reach highs again. What comes next?
June 28, 2021
GDP is on target to grow above 6% with gains in exports, a decline in jobless filings, a rebound in consumer sentiment, and rising industrial production.
US economy on a firm footing
June 1, 2021
Declines in jobless filings, stability in retail sales, gains in production. How does the US economy recovery affect stock market and portfolio management?
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