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July 17, 2021
Brick And Mortar Retail Not Dead Yet
This past week's advance report on retail sales for June shows sales increased at a .6% rate versus May and a 18% increase on a year over year basis. Total…
Brick And Mortar Retail Not Dead Yet Read More
July 13, 2021
Small Businesses Unable To Find Employees
The challenges around hiring employees was a common theme in June's NFIB Small Business Optimism report among those firms that responded to the survey. The…
Small Businesses Unable To Find Employees Read More
July 11, 2021
Higher Inflation Contributing To Higher Equity Risk Premium
The recent focus of investors and strategists has centered on the higher level of inflation seen in the economy driven in part by higher home prices, higher…
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July 8, 2021
Still Too Many Unemployed Individuals
Today's Department of Labor report on jobless claims (PDF) came in higher than expectations at 373,000 which is a 2,000 increase from the prior week's revised…
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July 7, 2021
Job Openings Climb In Industries Satisfying Pent-up Demand
May's Job Opening and Labor Turnover Survey released this morning showed job openings of 9.2 million were little changed from April's report. Although the…
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June 30, 2021
Sharp Recovery In Consumer And CEO Confidence
Yesterday The Conference Board reported their Consumer Confidence Index for June rose 7.3 points to 127.3. The June measure is approaching the Index's pre…
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June 27, 2021
Investors Remain Cautious Based On Sentiment And Fund Flows
On a price only basis the S&P 500 Index is up over 91% since the March 23, 2020 low. Nearly halfway through 2021 and the S&P 500 Index is up a strong 14%. One…
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June 26, 2021
Stock Buybacks In Vogue And Those Companies' Stocks Are Outperforming
As the economy has recovered from the pandemic induced recession, S&P 500 companies' as reported earnings hit a record $389.01 billion for the first quarter…
Stock Buybacks In Vogue And Those Companies' Stocks Are Outperforming Read More
June 20, 2021
Does Fed's Hawkish Posture Create A 'Buy The Dip' Moment?
The Fed's hawkish comments coming out of the FOMC meeting last week unsettled markets. The comments moved up the potential for the start of interest rate…
Does Fed's Hawkish Posture Create A 'Buy The Dip' Moment? Read More
June 19, 2021
Strong Consumer Demand But Too Little Inventory
Many states have reopened their economies and consumers have responded by increasing spending in an effort to satisfy pent-up demand. The sharp recovery in…
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June 12, 2021
Out of the House and Time to Travel
More states and countries are experiencing much reduced Covid-19 cases and are reopening their economies. The below chart shows the number of new Covid cases…
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June 9, 2021
The Job Openings Rate Is Accelerating
This week the April Job Openings and Labor Turnover Survey (JOLTS) was released by the Bureau of Labor Statistics. Interestingly, the survey shows a record…
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