The “firehose” of information available today can make it difficult to focus on what topics are really affecting the market. Here is a summary of the larger issues carrying over from last month in the hopes it can provide a clearer picture. As the Delta variant has spread, many companies, schools and government agencies have begun imposing vaccine requirements for …
Macro Overview August 2021
Just when you thought this whole COVID-19 thing was on the downswing, along come a variant – the Delta variant to be exact. Given the nature of a virus and their ability to mutate, its hard not to imagine that this will be a recurring theme. We can be smarter as a country and a global leader in how to …
Macro Overview June 2021
The market is said to always be climbing a “wall of worry.” Here are the current issues that are creating a new wall or helping to take down previous “walls of worry.” Financial global markets are drawing support from the effectiveness of ongoing vaccinations and improving economic signs. Consumer sentiment is re-evolving, resulting in rising consumer demand as pandemic anxieties …
Macro Overview February 2021
As we settle into the new year, we find the market influenced by an unexpected source, progress in vaccination distribution and new information on stimulus checks. Read on for additional information into these areas and more. Speculative trading among smaller retail investors raised concerns about how social media is influencing individual stock valuations. Recently popularized social news aggregation and discussion …