Market Trends & Outlook

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

The global monetary & financial system is heading for a paradigm change. The next SWIFT system and financial market structures are being built all around us, from the grassroots up and with little regards for national borders and the analog reality that accompany them. The (R)evolution is afoot.

The global monetary & financial system is heading for a paradigm change. The next SWIFT system and financial market structures are being built all around us, from the grassroots up and with little regards for national borders and the analog reality that accompany them. The (R)evolution is afoot.

Unconventional investing approaches such as insider buying, corporate buybacks, and socially conscious initiatives will remain the investing antagonist to traditional growth and value investing approaches that have the potential to capture “alternative” returns.

Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.

Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.

During the first quarter, stocks marched higher, fueled by trillions in fiscal and monetary stimulus and continued expectations that a post-COVID-19 economy will be a strong one.