Too Hot in the Hot Tub! Spring is upon us, and temperatures outside are rising. Investors are noticing that the weather is not the only thing heating up. Economic indicators illustrate that growth in the U.S. economy is accelerating as states continue to relax COVID-related restrictions. Stimulus is also playing a role, as the Federal Reserve continues to provide markets with near-zero, short-term interest rates and liquidity, while the recent fiscal relief package delivers additional spending power to consumers.
The Comeback Kid Part II — The Road to Recovery
Movie sequels are notorious for being lackluster experiences, with profits prioritized over original ideas — Ghostbusters II comes to mind. Then there are movies that are equal to, or even better than the original, as fans of the Godfather series will attest
“Winter is coming” is the House Stark motto in the HBO series Game of Thrones, which can be interpreted as one needs to stay vigilant for what lies ahead. Similar to the Starks, equity markets are always assessing and reassessing what the future holds.