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Weekly Highlights

12/18– Weekly Economic Highlights

Recent economic data suggests that the economy has lost momentum as virus cases have risen. We anticipated that economic data would soften during the winter months, and believe the near-term outlook remains challenging as the labor market remains under pressure, many regions have renewed business restrictions due to the virus, and fiscal support remains delayed. […]

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Monthly Review

December 2020 – Bond Market Review

The economy has improved significantly from the early stage of the pandemic, but GDP remains well below its pre-pandemic peak and unemployment remains elevated. In the near-term, we believe downside risks to the economy remain due to a resurgence of the virus and the ongoing stalemate in Congress over additional fiscal relief. Economic data is […]

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