Replay: Quarterly Market Update Q2 2021
This week's Market Perspective video is a digest of our quarterly webinar. On Tuesday, July 20th, Vector portfolio managers Jason and Dan discussed various trends impacting the economy.
Here is list of "chapters" and start times (minute : seconds) to help get you tuned into topics of interest:
Q2 Market Performance
(0:05)
Global Growth - Manufacturing & Services
(1:00)
US Economy - PrePandemic vs Trough
(2:04)
Labor Markets - Job Openings in the US
(2:28)
Inflation - Why we track & what it means
(3:30)
CPI - Looking back 10 years
(3:55)
Headline CPI - The "Streets" projections
(4:18)
Markets - Inflationary Pressures & Expectations
(5:37)
The Cost of Borrowing - Federal Finances
(6:24)
Feedback welcome: Webinar Survey
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