Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
October 24, 2021
Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
October 10, 2021
Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
September 26, 2021
A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.
September 12, 2021
Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
August 29, 2021
China’s recent stock market pullback has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains.
August 1, 2021
Economic growth has been an important factor driving the stocks market over the past year. But what if that economic support is now fading?
December 31, 1999