
Source and data: Institute for Self Reliance

Source and data: Institute for Self Reliance
The “OK” jobs report could sooon help snap a cautionary markets signal and confirm an uptrend for all three major U.S. stock indices.
The state of the economy has historically played a vital role in influencing the performance of US equities during election years. Our analysis suggests that investors may want to stay invested, particularly if reasonable growth and inflation are expected, as there is still time to strategically position portfolios.
Commodities have a positive beta to inflation
Rarely, if ever, are you going to get an “all clear” sign from the markets that tells you it’s time to invest. […]