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Will tapering and tightening rain on the parade?

The Federal Reserve discussed raising rates sooner than alluded to before, although increases still are not anticipated until 2023. This may apply pressure to certain stock market sectors. The economic recovery has solid momentum and earnings expectations continue to trend higher. Rate hikes may come sooner than expected This June, the Fed signaled that they …

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June 2021 Market Update

June 2021 Market Update: The Federal Reserve has reiterated that it will keep rates low, but markets are showing some skepticism as rates rise for some bond sectors. Job growth was slower than expected showing that there are still challenges facing the economy. Sustainability and supply chain resilience are becoming more important

May 2021 Market Update

May 2021 Market Update: May has rolled in as the vaccine rolls out, and with it there are several investment themes that have become evident. In our newsletter this month we’ll discuss: Sustainability as a key long term return driver. The White House’s $2.25 trillion jobs and infrastructure plan. Short and long term rate trends we’re likely to see.

April 2021 Market Update

April 2021 Market Update: The restart is about turning things back on, not about the rebuilding of consumer confidence that is needed in a typical recovery. We may see some near-term inflation as demand recovers and supply lags. The restart may be faster than expected due to $1.9 trillion stimulus package, pent-up demand, and vaccination trends. We are bullish on US economic growth in 2021.