Archives for October, 2021

  1. October 25, 2021

    Supply chain disruptions have remained near record-high levels for the last five months. Those disruptions partially reflect congestion at U.S. ports, to which the media has increasingly called attention. A specific focus has been on the number of vessels anchored outside… More >>

  2. October 18, 2021

    Global supply chain challenges combined with a constrained labor supply have many worrying about stagflation – the combination of economic stagnation and inflation. People are fearing that we’re headed into this type of economy where inflation is rampant yet, the economy… More >>

  3. October 11, 2021

    Third quarter earnings season is upon us and perhaps it is time to take stock of what to expect. There is a lot of noise that makes it hard for investors to separate the “wheat from the chaff.” One thing is certain, earnings season has mattered most during the pandemic.… More >>

  4. October 4, 2021

    We just published our Q4 2021 Look Ahead, you can view the presentation here or watch our narrated version here. Jobs + Wages = ConsumersWe expect wages and jobs to drive consumer behavior in the fourth quarter. Rising wages, especially in the lower-wage service sector,… More >>