Headlines discussed at LNWM’s Monday morning briefing: — US consumer prices were up 5.4% in July vs. a year ago, but annualized core infla...
Infrastructure is again a buzz word, as $1 trillion in new spending on infrastructure is close to being approved by the US Senate. For quite a while...
Headlines discussed at LNWM’s Monday morning briefing: — US manufacturing activity expanded for the 14th month in a row in July, despite l...
Why this recovery has more room to run and LNWM’s sustainable investing initiatives. By David Baker, Senior Director, Investment Research.
In the 2nd half of 2021, corporate earnings year-over-year comparisons will become less favorable and investors are likely to be more discerning about...
Headlines discussed at LNWM’s Monday morning briefing: — The US economy grew 6.5% in 2nd quarter 2021 vs. 2nd quarter 2020; expectations w...
Headlines discussed at LNWM’s Monday morning briefing: — Peak US economic growth is expected for 2nd quarter 2021 (+9.2% vs. 2nd quarter 2...
Headlines discussed at LNWM’s Monday morning briefing: — New weekly US jobless claims fell to 360,000, a post-pandemic low; 13.8 million c...
New challenges are cropping up for US companies and the markets, including peak corporate earnings growth, rising prices/wages, and potentially higher...