June 8, 2021 We were looking for some “bounce-back” numbers in the employment report last Friday. We believed that the stage was set with the progress of our vaccination program having a real effect on the number of COVID cases in our country. As of the middle of May, cases had dropped approximately 90% from […]
Read More
June 1, 2021 Last month we saw a pretty disappointing jobs report. The quarter of a million jobs added was actually quite strong for a normal month. However, for the era of economy recovery from the pandemic-induced recession, it fell short. Which brings us to an important point to consider. In economics, nothing happens in […]
Read More
May 11, 2021 Every month the jobs report is closely watched. But the April report has some special significance. Late last year the jobs recovery stalled as cases of COVID soared. But lately we have had better news. In March we added over 900,000 jobs. Another economic stimulus package was passed, and the economy’s first […]
Read More
May 4, 2021 If you are reading the forecasts being released for this year, the optimism for a strong rebound has hit unprecedented highs. There has been plenty of data to support such optimism. This data has included a gain of nearly one million jobs in March. Add plenty of stimulus dollars to the equation, […]
Read More
April 27, 2021 If you listened to Chairman Powell of the Federal Reserve speak recently, you will extract a lot of optimism about where the economy is headed. The government has provided plenty of stimulus — not only helping individuals and businesses to survive this national crisis, but also giving us a foundation to bounce […]
Read More
April 13, 2021 Our previous commentary spoke about the importance of inflation with regard to the future of interest rates. We follow with a discussion regarding the threat of inflation. First, we must understand that all sectors of the economy do not experience inflation at the same rate. For example, today we see inflation in […]
Read More
April 6, 2021 Inflation, inflation, inflation. This year, rates have been headed up and we keep hearing this word being uttered again and again. Rates have been rising because there is an elevated threat of inflation. The question is – why are these two concepts linked together so often? Today, we would like to reintroduce […]
Read More March 30, 2021 The markets are famous for reacting to what they think is going to happen, rather than what happened in the past. In this regard the markets are an indicator of the future. Like any indicator, the markets are not always accurate, but they are an indicator that bears watching. For example, for […]
Read More
March 23, 2021 Well, the issue of additional stimulus is resolved. We keep hearing the term “trillion” being bantered about. How much is a trillion dollars? A trillion dollars is a million dollars multiplied by a million. Or if you prefer, a thousand billion. It has 12 zeroes: $1,000,000,000,000. That is a lot of zeros. […]
Read More