Market Commentary

Market Commentary: Jobs Data Sends Mixed Signals as Omicron Variant Begins to Appear in U.S.

The U.S. employment report continued to send contradictory signals as the fallout from the Omicron variant began to show up in data releases. The jobs report, based on research from a few weeks ago, indicated the U.S. only added 210,000 jobs compared to forecasted gains of 530,000. The hous …

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

Concerns about the Omicron variant raised the risk of additional lockdowns and contributed to a decline of more than 2% in the S&P 500 on the day after Thanksgiving. The COVID-19 variant, first detected in South Africa, triggered travel restrictions in the U.S. and Europe.

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

U.S. retail sales surprised economists, rising 1.7% in October (Figure 1). Rising prices contributed 1% to the growth, and increased purchases generated the remaining 0.7%. Both the top-line and after-inflation rates were higher than pre-pandemic levels. Supply chain risks may have prompted …

Market Commentary: Inflation Surges in October, and a Record 3% of Workforce Voluntarily Quitting

An inflation surprise created a challenge for investors. The Consumer Price Index rose 0.9% last month. The monthly increase was the largest reached in 2021, and the yearly increase of 6.2% was the largest since 1990, when the Gulf War contributed to a surge in oil prices (Figure 1).

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

After a couple weak monthly reports, U.S. employment roared back in October. The U.S. created 531,000 new jobs, beating expectations for 412,500. August and September were both revised higher by more than 100,000 jobs. Private payroll increased 604,000 while government payrolls shrank 73,00 …

Market Commentary: Supply Issues and Delta Variant Slow Economic Growth to 2%

U.S. GDP grew at an annualized pace of just 2% last quarter, a marked slowdown from last quarter’s 6.7% (Figure 1). Contracted auto production sliced around 2% off growth, and concerns over the Delta variant slowed demand and the return of workers to the labor force. Third quarter growth d …

Market Commentary: Amid Strong Start to Earnings Season, 30% of S&P 500 Will Report This Week

Thirty percent of the S&P 500 will report third quarter earnings this week. Based on earnings already in and analyst expectations, earnings are expected to grow 32.7% compared to last year as corporations continue to bounce back from a COVID-led earnings decline.

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Market Commentary

Market Commentary: Jobs Data Sends Mixed Signals as Omicron Variant Begins to Appear in U.S.

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, and a Record 3% of Workforce Voluntarily Quitting

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

Market Commentary: Supply Issues and Delta Variant Slow Economic Growth to 2%

Market Commentary: Amid Strong Start to Earnings Season, 30% of S&P 500 Will Report This Week

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