As the second summer post-Covid comes to an end, the markets seemed to follow everyone’s lead and take a vacation. To be short, our outlook hasn’t changed since our last note in April. We still feel very constructive moving into the middle stages of this new cycle. Job gains are strong, wages are high, and […]
In the first of our “short takes” of 2021, we talk about cycles – what they are, why they matter, and where the economy sits now. In summary, we’re at the end of year one of a new multi-year business cycle. That means everything is right on track from our outlook in December. And of […]
