Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
This month’s topics include:
- Despite aggressive Fed policy, the economy has shown signs of accelerating. Better economic growth has positive implications for corporate earnings.
- Given excessive investor optimism, we would not be surprised by a Fall corrective phase.
- Higher inflation and interest rates in the upcoming months are potential catalysts for a pause in the bull market.