14 Jul 2021
2nd Quarter Newsletter 2021
Market Recap Equities around the globe continued to surge in the second quarter. The U.S. and developed international markets led the way, with the U.S. stock market gaining 8.5% and developed international stocks rising 5.7%. Emerging-market stocks trailed in terms of progress on the COVID-19 front and in turn rose by a more modest 4.9%. […]
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Jul 14, 2021 | Newsletters
Market Recap Equities around the globe continued to surge in the second quarter. The U.S. and developed international markets led the way, with the U.S. stock market gaining 8.5% and developed international stocks rising 5.7%. Emerging-market stocks trailed in terms...
14 Jul 2021
Quarter 2, 2021 | Outlook for the US Economy by Dr. Ray Perryman
By M. Ray Perryman, PhD, CEO and President Overview Overview – June saw a strong acceleration in the pace of recovery in the job market. Total nonfarm payroll employment in the US rose by 850,000 according to the US Bureau of Labor Statistics, and more than 1.7 million jobs have been gained in the last […]
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Jul 14, 2021 | Newsletters
By M. Ray Perryman, PhD, CEO and President Overview Overview – June saw a strong acceleration in the pace of recovery in the job market. Total nonfarm payroll employment in the US rose by 850,000 according to the US Bureau of Labor Statistics, and more than 1.7...
01 Apr 2021
Quarter 1, 2021 | Outlook for the US Economy by Dr. Ray Perryman
By M. Ray Perryman, PhD, CEO and President Overview –In March, the US economy added 916,000 jobs, led by gains in leisure and hospitality, education, and construction. The unemployment rate fell to 6.0% and the number of unemployed persons dropped to 9.7 million. Overall, the economy is in a much better place than the lows […]
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Apr 1, 2021 | Newsletters
By M. Ray Perryman, PhD, CEO and President Overview -In March, the US economy added 916,000 jobs, led by gains in leisure and hospitality, education, and construction. The unemployment rate fell to 6.0% and the number of unemployed persons dropped to 9.7 million....
31 Mar 2021
1st Quarter Newsletter 2021
Market Recap Global stocks continued to power upward this quarter from their pandemic bear market low on March 23, 2020. The U.S. stock market gained 6.3% and international stocks gained 4.5%. The U.S. stock market is now up an astonishing 80.6%, since the bottom and its best one-year trailing return since the 1930s. Clearly, it […]
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Mar 31, 2021 | Newsletters
Market Recap Global stocks continued to power upward this quarter from their pandemic bear market low on March 23, 2020. The U.S. stock market gained 6.3% and international stocks gained 4.5%. The U.S. stock market is now up an astonishing 80.6%, since the bottom and...
01 Jan 2021
Quarter 4, 2020 | Outlook for the US Economy by Dr. Ray Perryman
By M. Ray Perryman, PhD, CEO and President of The Perryman Group Overview – With COVID-19 vaccination programs ongoing and effective treatments better understood, a new normal should be possible at some point in 2021. There are myriad challenges, but the path is beginning to emerge. Employment – One key issue for 2021 is the […]
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Jan 1, 2021 | Newsletters
By M. Ray Perryman, PhD, CEO and President of The Perryman Group Overview – With COVID-19 vaccination programs ongoing and effective treatments better understood, a new normal should be possible at some point in 2021. There are myriad challenges, but the path is...
31 Dec 2020
4th Quarter Newsletter 2020
Investment Commentary – In our first quarter 2020 letter back in April, which feels like an eternity ago, we recognized that we were living through an incredible period of history. The pandemic weighed heavily on us then, as it does today. But this quarter, we look back at what we’ve endured and lay out our […]
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Dec 31, 2020 | Newsletters
Investment Commentary – In our first quarter 2020 letter back in April, which feels like an eternity ago, we recognized that we were living through an incredible period of history. The pandemic weighed heavily on us then, as it does today. But this quarter, we...