Weekly ChartBook, Week of June 14, 2021

By: Aaron Lang - Portfolio Analyst

Weekly ChartBook
Week of June 21, 2021

Posted By

Market Performance For The Week

Source: YCharts

Disclaimer: Past performance is no guarantee of future performance

The Good News

Positive revenue guidance from companies in the S&P 500 near record 

@FactSet:68 $SPX companies have issued positive revenue guidance for Q2 2021, which is the second-highest number since FactSet began tracking guidance in 2006.

Moody’s estimating we get back to full employment by 2023, one of the fastest recoveries on record

Liz Ann Sonders: “If thinking in terms of employment, this recovery may not be speediest but it will outpace others per @MoodysAnalytics⁩, which estimates that we get back to full employment by no later than early 2023.

The Bad News

Home prices had their largest annual gain since the 1980s

Source: Bloomberg

Inflation, unsurprisingly, keeps rising 

The State Of The Market

The Fed might know what they are doing. Liquidity looks like it may have peaked in March/April.

Not to add fuel to the fire.. 

The increased liquidity is helping people quit and demand higher wages 

A lot of liquidity remains, though

Sam Ro: “Wells Fargo estimates $2.4 trillion in excess savings has been accumulated by consumers since the beginning of the pandemic. And consumer spending accounts for about 68% of GDP.”

Charts Of The Week

Story Of The Week



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