December 15, 2021

The green transition will lead to ‘structurally higher inflation,’ Principal Chief Strategist Seema Shah says

While much of the focus lately has been on the inflationary environment, some investors are preparing for environmental inflation caused by economies transitioning to green energy. With the earth’s climate on track to exceed an alarming 2 degrees of warming, governments and companies are under increasing pressure to […]
December 22, 2021

What happened in the economy in 2021

The pandemic remained a major force influencing growth in the U.S. economy in 2021. But as vaccinations picked up and stay-in-place orders began getting lifted, the economy made notable strides in recovering throughout the year, albeit while remaining below pre-pandemic levels on many major metrics. […]
December 22, 2021

Holiday-shortened week, inflation data: What to know this week

Investors will closely monitor reports in a packed economic release schedule this week leading up to the long holiday weekend. The stock market will be closed all day on Friday in observation of Christmas Day, which falls on a Saturday this year. The U.S. bond market is also […]
December 24, 2021

The 12 most important charts to watch in 2022

Lots of data made huge swings in 2021 as large swaths of the economy reopened, quickly sending the stock market and GDP to new record highs. As we look forward to the new year, there are two big-picture questions: Which positive trends will persist? And […]