While May’s Retail Sales Report showed a historic rebound versus historic plunges in March and April, we expect most economic data to normalize at lower levels and continue to stay volatile.
Key Points
• Stock markets often over-react, the truth mostly lives in the middle.
• We have likely begun the stagnation part of our economic reality.
•...
On Friday, the Bureau of Labor Statistics released the widely expected employment report for May. Despite continued weekly jobless claims over the last month exceeding more than 8 million, the BLS reported an increase of more than 2.5 million jobs in May.
The headlines are still unnerving and volatility remains a worry. Many asset classes have yet to recover and countless investors fear additional losses. Fundamentals, investor positioning and sentiment are all conveying mixed signals.
Consumer sentiment gets reported on a monthly basis. This data is helpful to determine what current and future consumer behavior might look like. The data can also be fickle, however.
China-U.S. tensions have been rising. Governments worldwide have jumped in to fill the economic gaps left by COVID-19. The Fed’s money printers have certainly been … whirring?
If you’re a highly relevant brand with a significant online presence, you’re likely performing very well in the deepest recession of our lifetimes. If you have been slow to adopt an online presence, you’re behind the eight-ball now.
If you’re a highly relevant brand with a significant online presence, you’re likely performing very well in the deepest recession of our lifetimes. If you have been slow to adopt an online presence, you’re behind the eight-ball now.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
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