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Big Mo - May 3, 2021

The U.S. Bureau of Economic Analysis reported last week that U.S. Gross Domestic Product (GDP), which is the largest measure of the value of goods and services, expanded at a 6.4% annualized pace in Q1 vs 4.3% in the final three months of 2020.

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Big Data on Tap - April 29, 2021

Investors are eagerly awaiting two big events this week: the conclusion of the Fed’s two-day meeting on Wednesday and Thursday’s release of Q1 GDP.

The fed funds rate is hovering near zero, and the Fed continues to purchase $120 billion in Treasury bonds and mortgage-backed securities each month. 

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Recession and Recovery - April 26, 2021

The National Bureau of Economic Research (NBER) is not a household name. Outside of economists, few are familiar with the group. It’s importance: the 101-year-old organization is considered to be the official arbiter of recessions and economic expansions. 

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What Might Be Lurking in the Shadows - April 21, 2021

Have you ever driven down the road and hit a string of green lights? Or the radio is on and it’s one favorite after another.

The major U.S. stock market indexes are at or near all-time highs, and well-diversified investors have benefitted. 

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Stimulus Checks & Retail Sales - April 19, 2021

Subject to income limits, $1,400 checks per person started to roll into bank accounts in March, fueling the second largest monthly increase in retail sales since 1992 (when the current data series was first reported, U.S. Census).

Moreover, restrictions on various businesses are easing, aiding the flow of cash to retailers.

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