Weekly ChartBook, Week of July 5, 2021

By: Aaron Lang - Portfolio Analyst

Weekly ChartBook
Week of July 5, 2021

Posted By

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:



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