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Equity markets were positive this week as both retail sales and CPI numbers beat expectations. In spite of shortages and increasing costs, consumption keeps increasing. Residual effects of the pandemic lockdowns continue to plague the global economy, as severe shortages of everything from microprocessors to natural gas persist. Supply chains...

Markets were mixed this week as low consumer sentiment surprised analysts. The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. CPI numbers continue to come in high, showing substantial upward price pressure. COVID-19 cases have been...