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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The Fed's Dual Mandate Conflict

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Inflationary Pressures and Expectations