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Weekly ChartBook, Week of July 5, 2021

By: Aaron Lang - Portfolio Analyst

Weekly ChartBook
Week of July 5, 2021

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Market Performance For The Week

Source: YCharts

Disclaimer: Past performance is no guarantee of future performance

The Good News

Earnings expectations continue to rise.

Small businesses are optimistic and are wanting to hire.

The Bad News

Are we experiencing peak growth?

Companies want to hire, but people are staying on the sidelines. 

Inflation just keeps rising.

A significant portion of the rise continues to be from used cars.

The State Of The Market

The market is kind of boring right now – in a good way, though. 

Inflation is hard. Expectations Peaked in March/April, yet we continue to see inflation reports beat estimates.

And the market doesn’t seem to care. The reflation trade everywhere is reversing.

Source: Bloomberg

Charts Of The Week

Source: Financial Times

Story Of The Week

Unfortunately, the pandemic reversed 15 years of world hunger progress: https://www.bloomberg.com/news/articles/2021-07-12/world-hunger-surged-to-15-year-high-as-virus-stifled-food-access

 

Disclosure

Clear Rock Advisors, LLC is registered with the SEC as a registered investment advisor with offices in Texas. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Clear Rock Advisors, LLC) or any investment-related or financial planning consulting services will be profitable, equal any corresponding indicated historical performance level(s), or prove successful. It remains the client’s responsibility to advise Clear Rock Advisors, LLC, in writing, if there are any changes in the client’s personal/financial situation or investment objectives for the purpose of reviewing, evaluating or revising Clear Rock Advisors, LLC’s  previous recommendations and/or services, or if the client would like to impose, add to, or modify any reasonable restrictions to Clear Rock Advisors, LLC’s services. A copy of Clear Rock Advisors, LLC’s current written disclosure statement discussing its advisory services and fees are available upon request.