ETF Strategist ChannelNBER Marks Recession at 2 Months, Hiring Struggles Continue Despite Millions Out of Work, Covid Factor Might Affect 10-Year Yield RecoveryBy Beaumont CapitalJuly 22, 2021
ETF Strategist ChannelA Game of Tug of War: Demand-Driven Economics May Lead to a New Economic RegimeBy Beaumont CapitalJuly 15, 2021
ETF Strategist ChannelApproaching Normalization, JP Morgan Looks Ahead at Equity Returns, and Energy Extends the Commodities RallyBy Beaumont CapitalJuly 8, 2021
ETF Strategist ChannelClimbing Prices, Generational Shifts, and Some Perspective on Fixed IncomeBy Beaumont CapitalJune 24, 2021
ETF Strategist ChannelNew Records from the Labor Market, Climbing Consumer Prices, and a Big Week for BitcoinBy Beaumont CapitalJune 9, 2021
ETF Strategist ChannelPricing Pressures, Inflation Indicators, and Crypto ConcernsBy Beaumont CapitalMay 27, 2021
ETF Strategist ChannelInflation Review: Manufacturers Push Through Costs, Mentions on Earnings Calls Triple, and Maintaining PerspectiveBy Beaumont CapitalApril 29, 2021
ETF Strategist ChannelBCM 1Q21 Market Commentary: A Fundamentally Different Market EnvironmentBy Beaumont CapitalApril 14, 2021
ETF Strategist ChannelThe Pricing Divergence in Manufacturing, the Red-Hot Housing Sector, and Extremes from Equity Valuations & Margin DebtBy Beaumont CapitalApril 1, 2021
ETF Strategist ChannelRetail and Manufacturing Losses, a Dwindling Housing Supply, and the 10-Year UST Yield Hits 1.67%By Beaumont CapitalMarch 17, 2021
ETF Strategist ChannelManufacturing Hits 15-Year High, the Aftermath of Near-Zero Interest Rates, and Checking in on China’s RecoveryBy Beaumont CapitalMarch 4, 2021
ETF Strategist ChannelBCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect WorldBy Beaumont CapitalJanuary 18, 2021
ETF Strategist ChannelThe Housing Boom Continues, Historic Patterns from Equities, and Why ‘Investment-Grade’ Doesn’t Mean What It Used To…By Beaumont CapitalDecember 28, 2020
ETF Strategist ChannelInflation Remains Tepid, Credit Risk (and Others) Climb, and When Will Bankruptcies Hit Their Peak?By Beaumont CapitalOctober 16, 2020
ETF Strategist ChannelBCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead!By Beaumont CapitalOctober 15, 2020
