Good Help Grows Ever Harder to Find, Consumer Confidence Deteriorates, and a Stagflation Check In
The Employment Cost Index (ECI) posted its largest gain on record last quarter, driven primarily by wage increases on the lower end of the pay scale.
Dave Haviland
Dave is a Managing Partner of the firm and Lead Portfolio Manager of Beaumont Capital Management (BCM). In addition to managing the BCM strategies, his responsibilities include chairing the BCM Investment Committee, strategy creation, thought leadership and ongoing business development.
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Good Help Grows Ever Harder to Find, Consumer Confidence Deteriorates, and a Stagflation Check In
The Employment Cost Index (ECI) posted its largest gain on record last quarter, driven primarily by wage increases on the lower end of the pay scale.
3Q21: A Feedback Loop — What Could Cause the Economy to Stray From the Pre-pandemic Status Quo?
The most recent wave of cases, driven by the more virulent Delta variant, had a predictably negative impact on the economy.
3Q21: A Feedback Loop — What Could Cause the Economy to Stray From the Pre-pandemic Status Quo?
The most recent wave of cases, driven by the more virulent Delta variant, had a predictably negative impact on the economy.
Unemployment and Wage Inflation, Equity Market Trends, and a Rising Rate Environment
Unemployment remains a persistent problem in the U.S. as new claims remain elevated and continuing claims prove more stubborn than expected in the face of waning pandemic-era programs.
Unemployment and Wage Inflation, Equity Market Trends, and a Rising Rate Environment
Unemployment remains a persistent problem in the U.S. as new claims remain elevated and continuing claims prove more stubborn than expected in the face of waning pandemic-era programs.
A Disappointing Jobs Report, Approaching Wage Growth, and a Look at the Historic Market Recovery
Last week’s jobs report disappointed as we moved into Labor Day Weekend, adding yet more data that indicates global growth may be losing steam.
A Disappointing Jobs Report, Approaching Wage Growth, and a Look at the Historic Market Recovery
Last week’s jobs report disappointed as we moved into Labor Day Weekend, adding yet more data that indicates global growth may be losing steam.
With Markets Charging Towards New Highs, Should Investors Wait for a 'Better Deal'?
Ultimately, investors should not be fearful of investing at All-Time-Highs.
With Markets Charging Towards New Highs, Should Investors Wait for a 'Better Deal'?
Ultimately, investors should not be fearful of investing at All-Time-Highs.
A Game of Tug of War—Demand-Driven Economics May Lead to a New Economic Regime
The U.S. economy continues to reopen, as is the case with many other countries around the world.
A Game of Tug of War—Demand-Driven Economics May Lead to a New Economic Regime
The U.S. economy continues to reopen, as is the case with many other countries around the world.
Expanding Business Activity, Climbing Output Costs, and Growing Nerves About Tail Risk
The Chicago PMI raced past projections and surged to a fresh record in May.
Expanding Business Activity, Climbing Output Costs, and Growing Nerves About Tail Risk
The Chicago PMI raced past projections and surged to a fresh record in May.
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