This Is When Economic Growth Becomes A Headwind

Apr. 13, 2021 10:04 PM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 14 Comments

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  • This is a weekly series focused on analyzing the previous week’s economic data releases.
  • The objective is to concentrate on leading indicators of economic activity to determine whether the economy is strengthening or weakening, and the rate of inflation is increasing or decreasing.
  • This week I will examine the ISM and Markit services indices, the JOLTS report, weekly unemployment claims, and the Producer Price Index.
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We are on the cusp of an economic boom, but the higher long-term interest rates and inflation that come with it may slow economic growth down the road, depending on how high both climbs. This is why the bond market is so critical

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Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the portfolio and ongoing trades of the manager they choose automatically. You can also find him on Substack and lawrencefuller.substack.com.

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