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Latest Insights

Weekly Market Update | January 18, 2022

Companies are reporting Q4 earnings. Investors are focused on inflation, rates and margins. We continue to look for leadership from value and cyclical sectors.

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December 2021 Retail Sales, Import Prices, Industrial Production

U.S. nominal retail sales fell by 1.9 percent in December as COVID-Omicron surged and the economy remained supply constrained.

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December 2021 Producer Prices, January UI Claims

The Producer Price Index for Final Demand increased by a moderate 0.2 percent in December, the weakest monthly increase in 2021.

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