Insights

Search & Filter

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…
Job Openings Climb In Industries Satisfying Pent-up Demand Read More
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…
Sharp Recovery In Consumer And CEO Confidence Read More
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…
Investors Remain Cautious Based On Sentiment And Fund Flows Read More
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…
Strong Consumer Demand But Too Little Inventory Read More
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…
Out of the House and Time to Travel Read More
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…
The Job Openings Rate Is Accelerating Read More
May 11, 2021
Firms Unable To Fill Job Openings
In both the Job Openings and Labor Turnover Survey and the NFIB Small Business Optimism reports released this morning, it is clear that companies are having a…
Firms Unable To Fill Job Openings Read More
May 4, 2021
Style And Asset Class Rotation Is Taking Place
For nearly three trading weeks the S&P 500 Index has traded mostly sideways, somewhat expected after the fast start to 2021, i.e., the S&P 500 Index up over 11…
Style And Asset Class Rotation Is Taking Place Read More
May 1, 2021
Personal Income and Savings Increasing Too
Author: David Templeton, CFA, Principal and Portfolio Manager Last week I noted the sharp rise…
Personal Income and Savings Increasing Too Read More
April 28, 2021
Consumer Confidence Rises Sharply In April
Author: David Templeton, CFA, Principal and Portfolio Manager This week the Conference…
Consumer Confidence Rises Sharply In April Read More