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Weekly Chartbook

By: Aaron Lang - Portfolio Analyst

August 11, 2021

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Market Performance For The Prior Week



Source: YCharts
Disclaimer: Past performance is no guarantee of future performance

The Good News

2Q earnings are astonishingly good


And we had a very strong jobs report last week

And wages are following 

The Bad News

But many must be waiting for even higher wages

And inflation continues to be a concern for many

The State Of The Market

The traditional inflation hedge might not be just that anymore

Emerging markets continue to struggle

For a lot of reasons, but vaccination rates are a big reason

The strong earnings haven’t been necessarily correlating due to high expectations 

Private markets also have very high expectations going forward



Source: CB Insights

Charts Of The Week

Disclosure

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