As the economy continues to recover with inflation increasing, many investors are starting to realize that the tech-fueled V-shaped recovery may have caused equity valuations to trade at a premium.
May kicked off with a stunning miss on the previous month’s employment report which came in at a disappointing 266k and confirmed recent anecdotal evidence from across the economy that if the government incentivizes its labor force to stay home, it will do just that.
May kicked off with a stunning miss on the previous month’s employment report which came in at a disappointing 266k and confirmed recent anecdotal evidence from across the economy that if the government incentivizes its labor force to stay home, it will do just that.
The most considerable risk to markets has naturally started to shift as COVID-19 uncertainty fizzles out. Inflation, monetary policy shifts, and accelerated economic recovery have emerged as the refocused market risks.
The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.
The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.
The media is buzzing with claims of an “Economic Boom” in 2021. While the economy will most certainly grow in 2021, the question is how much is already “baked in?”
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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