Published December 10, 2021
Continuing from last week’s outlook for 2022, we provide the second part below, this part focused on the economy and stock valuations. (more…)
global recovery
An Overview of the Economy and Markets
Published May 28, 2021
This week we catch up with the folks at Schwab who provide a wide-ranging analysis on markets and the economy. Here is their latest work:
“As we move into the summer, the pace of economic growth remains robust, notwithstanding a weak April jobs report. Gross domestic product (GDP), although a lagging indicator, grew at an annualized quarter over quarter rate of 6.4% in the first quarter. That undercut economists’ consensus estimates slightly, but much of the drag was due to inventories—consumption was quite strong, growing at a 10.7% rate. (more…)