18 Apr 2022
1st Quarter 2022 | Outlook for the US Economy by Dr. Ray Perryman
By M. Ray Perryman, PhD, CEO and President – The Perryman Group Overview The United States economy gained 6,838,000 net new jobs over the twelve-month period ending February 2022 for an annual employment growth rate of 4.81%. Over the past year, the leisure and hospitality industries featured both the largest job gains (2,179,700 net new […]
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Apr 18, 2022 | Newsletters
By M. Ray Perryman, PhD, CEO and President – The Perryman Group Overview The United States economy gained 6,838,000 net new jobs over the twelve-month period ending February 2022 for an annual employment growth rate of 4.81%. Over the past year, the leisure and...
18 Apr 2022
1st Quarter Newsletter 2022
Market Recap A lot has happened since our year-end letter, with the biggest macro event being Russia’s brutal invasion of Ukraine. While the human impact has been devastating and tragic, our job here is to focus here on the economic and financial market impact of this event…..and it was a rough first quarter across the […]
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Apr 18, 2022 | Newsletters
Market Recap A lot has happened since our year-end letter, with the biggest macro event being Russia’s brutal invasion of Ukraine. While the human impact has been devastating and tragic, our job here is to focus here on the economic and financial market impact of this...
07 Feb 2022
4th Quarter Newsletter 2021
Market Recap It’s been another remarkable year for domestic stocks, with large-cap U.S. stocks returning a stunning 28.7% as a handful of large-cap tech stocks dominated the market returns as the average stock struggled. This sector meaningfully outperformed U.S. small-cap stocks which were up 14.8%, developed international stocks up 11.3%, and emerging-market stocks down 2.5% […]
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Feb 7, 2022 | Newsletters
Market Recap It’s been another remarkable year for domestic stocks, with large-cap U.S. stocks returning a stunning 28.7% as a handful of large-cap tech stocks dominated the market returns as the average stock struggled. This sector meaningfully outperformed U.S....
07 Feb 2022
Quarter 4, 2021 | Outlook for the US Economy by Dr. Ray Perryman
By M. Ray Perryman, PhD, CEO and President Overview The US economy continues to improve, with the pace of recovery linked to the pattern in COVID-19 cases. The virus and measures to slow its spread caused the disappearance of well over 22 million US jobs in just two months back in March and April of […]
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Feb 7, 2022 | Newsletters
By M. Ray Perryman, PhD, CEO and President Overview The US economy continues to improve, with the pace of recovery linked to the pattern in COVID-19 cases. The virus and measures to slow its spread caused the disappearance of well over 22 million US jobs in just two...
19 Oct 2021
Quarter 3, 2021 | Outlook for the US Economy by Dr. Ray Perryman
By M. Ray Perryman, PhD, CEO and President Overview The $3.5 trillion (or more) federal spending proposal now under consideration has some worthy components, but on the whole it is concerning. It’s too large and expensive, and funding it would cause negative dynamic responses through the economy. Here’s a brief overview. Federal Debt The US […]
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Oct 19, 2021 | Newsletters
By M. Ray Perryman, PhD, CEO and President Overview The $3.5 trillion (or more) federal spending proposal now under consideration has some worthy components, but on the whole it is concerning. It’s too large and expensive, and funding it would cause negative dynamic...
19 Oct 2021
3rd Quarter Newsletter 2021
Market Recap A September slump put a slight pause on the global equity bull market, but domestic stocks were still able to manage slight gains for the third quarter finishing up just 0.6%. Results were not as good for overseas stocks, as foreign developed stocks were down 0.4% and emerging market stocks declined 8.1%. The […]
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Oct 19, 2021 | Newsletters
Market Recap A September slump put a slight pause on the global equity bull market, but domestic stocks were still able to manage slight gains for the third quarter finishing up just 0.6%. Results were not as good for overseas stocks, as foreign developed stocks were...