July 2021

Happy summer! As we finish the first half of 2021, the market has performed largely as we expected. Unemployment is below 6 percent (5.9%) and inflation has picked up compared to a year ago (5.0% CPI; and 3.8% CPI excluding food and energy), but inflation is up only 3.4% according to personal consumption expenditures excluding […]

July 2021 Read More »