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As of 2019, median incomes were down for millennials. Let’s see if the pandemic economy impacted this.

US GDP growth expectations have increased since last year unlike other countries especially the ones that botched the vaccine rollout

It’s an ‘everything shortage’ with low inventories and high inflation, while CEO confidence hit a record high.

Cryptocurrencies and many retail favorites rely on sentiment. The bubble will peak in line with the number of stories on the topic.

Rent is set to drive core inflation up this summer while online retail penetration is a few quarters (not a decade) above the prior trend.

The anticipation of this early drop-off in pandemic programs in about half the country might be causing the lower income class to cut spending now.

Most people still aren’t back to the office in the top cities. We need to wait another 6 months to see what normalized office usage looks like.

Lately stocks and bonds have been correlated. If you are worried bonds won’t save you from volatility, then change up your allocation.

The Fed has made financial conditions easy. Be careful of when they tighten in the next year.

It will be interesting to see if a dovish June meeting causes the dollar index to fall into the mid-80s.