May 2021 Economic Update, Anirban Basu

Pandemic Lingers, Recovery Continues Anirban Basu, Sage Policy Group What a difference a few months can make.  At last year’s conclusion and this year’s onset, only high-risk health workers were being vaccinated, the nation faced another spike in COVID cases, job growth had turned negative. But late last year, as the nation’s recovery began to
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Reopening Surge, Bradley Williams

April 16, 2021 Summary: Solid quarter for stocks overall, although there was a change in sector leadership with Technology lagging Energy and other sectors. Bonds saw on of their worst quarters historically. Interest rates began to rise along with equity markets reflecting the growing optimism of economic recovery, consumers being “unleashed” to spend and anticipated
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Anirban Basu’s February 2021 Economic Outlook

New Year Brings Old Problems January has not been kind to America over the past several years.  In 2019, the nation entered the year amidst what would turn out to be the longest federal government shutdown in American history.  In 2020, the country found itself in the middle of presidential impeachment proceedings and staring down
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Recovery Rolls On, Bradley Williams

January 18, 2021 In the final quarter of 2020, stocks posted their third consecutive gain after the big slide in the first quarter when COVID emerged in the U.S.  Tech stocks continued to be among the best performers, though the fourth quarter finally saw a lift in lagging sectors like energy and financials.  Bond yields
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