The Week Ahead | 06/28/2021
Since the onset of the pandemic, earnings have surprised to the upside by a significant margin. While analyst estimates are typically reliable, it seems likely that many model
The Week Ahead | 06/21/2021
Inflation signals have been heating up with consumer price inflation blowing past expectations and wages rising as labor demand rapidly outpaces supply. Another important metric of rising inflation pressures, the…
The Week Ahead | 06/14/2021
Last week’s JOLTS report surprised to the upside, with the number of job openings coming in ~1M higher than analysts’ expectations at a series-high of 9.28M. As illustrated in the…
The Week Ahead | 06/07/2021
As we head into summer, one of the most frequently asked questions is whether the value vs. growth trade still has room to run. To answer this, one should start…
The Week Ahead | 06/01/2021
The U.S. real estate market has been booming as mortgage rates have fallen to historical lows and work-from-home has encouraged relocation from urban apartments to suburban homes.
The Week Ahead | 05/24/2021
The U.S. TIPS/Treasury breakeven rate, which is the difference between the nominal yield on the Treasury and the promised real yield on Treasury Inflation-Protected Securities (TIPS) of the same maturity,…
The Week Ahead | 05/17/2021
Are equity prices to high?
The Week Ahead | 05/10/2021
The U.S. labor market added 266,000 jobs in April, a moderate improvement in employment but a sharp miss from consensus expectations. April was the one-year anniversary of the trough of…
The Week Ahead | 05/03/2021
The U.S. economy, as measured by real GDP, accelerated in 1Q21, recording an annualized increase of 6.4%. Almost a year removed from the 2Q20 contraction of -31.4%, it is clear…
The Week Ahead | 04/26/2021
Happy Monday. Good Luck out there this week. Global Spotlight A Chinese space launch. China is expected to launch the core module Tianhe-1 of the Tiangong orbital space station around April…