Michael

2021 was a fizzing mints-in-soda kind of year.

Market Commentary: Fed Addresses Inflation Concerns, Doubles its Pace to Reduce Bond Purchases

Market Commentary: Inflation met expectations- Up .8% in November and 6.8% year-to-year

Market Commentary: Jobs Data Sends Mixed Signals as Omicron Variant Begins to Appear in U.S.
Based on research from a few weeks ago, the jobs report indicated that U.S. companies added only 210,000 jobs compared to expectations of 530,000. Meanwhile, the Federal Reserve signaled inflation risk is higher than expected and suggested it may taper bond purchases more rapidly

Market Commentary: Concerns About New COVID Variant Pushed Markets Lower; Core Inflation Rose 0.4%

Market Commentary: Retail Sales Rise as Supply Chain Issues Ease Ahead of Christmas Season

Market Commentary: Inflation Surges in October; Record 3% of Workforce Voluntarily Quits

Market Commentary: Strong Earnings and Employment Report Bring Good News for the U.S. Economy

Last week, we learned that economic growth slowed in the third quarter as a new wave of COVID-19 surged across the United States, reported The Bureau of Economic Analysis. Gross Domestic Product (GDP), which is the value of all goods and services produced in the United States, increased by 2 percent annualized in the third quarter.

Consumer spending dropped sharply during the period. The change may reflect the limited availability of goods due to supply-chain issues, a reluctance to pay higher prices, or a drop in disposable personal income. Jeff Cox of CNBC reported:…

MESSI is a type of inflation that occurs when “strong, but cooling demand is met by constrained, but accelerating supply, leading to transitory, yet sticky inflation.”1 The coronavirus pandemic may have produced just the right circumstances, according to Gregory Daco of Oxford Economics.