As the economy recovers from the pandemic, the housing industry is booming.
For investors, the jobs mosaic still suggests fast-improving economic activity.
Investors need to be prepared for the risk of a more significant surge in inflation and taxes in the years to come.
A double-dose of vaccines and fiscal stimulus should make 2021 a spectacular year for economic recovery.
It has been, by any reasonable measure, an eventful first quarter.
Investors will need to remain vigilant in case policy makers miss the vital step of getting the economy to simmer down.
The week ahead will be a busy one for market-moving events and economic data.
Long-term interest rates have risen sharply in 2021 so far.
China should be able to build on its early economic recovery.
Starting this spring, hiring should begin to accelerate.
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