Latest Updates: Market Impact of the War in Ukraine
By Scott McIntyre, CFA

Economic Commentary

Economic news and data drive Fed interest rate policy and financial market movement. The problem for many investors is sorting through the massive volume of news and numbers to separate the critical information from the noise. Our economic commentaries provide clear explanation of key events in layman’s terms, as well as regular interest rate updates.
July 07 , 2021

Minutes to the June FOMC Meeting Signal Patience

The minutes to the June 16 Fed meeting showed committee members (as expected) have begun discussing the appropriateness of scaling back QE asset...

July 02 , 2021

Solid Labor Report Unlikely to Alter Fed Mindset

This morning, the June labor report surprised to the upside with +850k jobs added to U.S. company payrolls. It was the biggest monthly gain since...

July 01 , 2021

ISM Factory Survey Indicates Highest Prices in Four Decades

The ISM manufacturing index slipped from 61.2 to 60.6 in June, still very strong historically, but down from a 38-year high in March. The Institute...

June 30 , 2021

Sorting the Pieces to this Week’s Economic Puzzle

The highlight of the week is expected to be the monthly labor market report released on Friday morning, but there is no shortage of data to chew in...

June 24 , 2021

Has Housing Demand Peaked?

There are indications that the remarkable pandemic-fueled housing run may be slowing …to a brisk jog. Total home sales in 2020 were the strongest in...

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