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News & Views : Bryce Bell, CFA

October 2021 Middle Market Monitor

The economic recovery slowed in September as the U.S. encountered uncertainly relating to both rising COVID-19 cases and inflation risks. The Consumer Confidence Index declined further from August while the Consumer Price Index rose in September by 0.4%. The unemployment rate continued to decrease, while remaining above...

September 2021 Middle Market Monitor

The economic recovery stalled in August as the U.S. battled an uptick in COVID-19 cases. The Consumer Confidence Index fell sharply from July while the Consumer Price Index rose in August by 0.3%. The unemployment rate continued to decrease, while remaining above pre-pandemic levels. The stock market...

July 2021 Middle Market Monitor

Economic indicators were generally positive throughout the month of June, as the U.S. showed continuing signs of economic recovery. The Consumer Confidence Index rose sharply from May. The unemployment rate remained flat, after a decline in May. The S&P 500 also rose in June.

June 2021 Middle Market Monitor

Economic indicators stayed positive throughout the month of May, as the U.S. showed continuing signs of economic recovery. The Consumer Confidence Index dipped slightly while the Consumer Price Index increased. The unemployment rate has also declined. Indices including the S&P 500, the Dow Jones Industrial and the...

May 2021 Middle Market Monitor

Economic indicators were mostly positive in April as the U.S. continues its recovery with 32% of the population fully vaccinated and doses continuing to be rolled out. The Consumer Price Index and the Consumer Confidence Index increased, while the unemployment rate decreased over the month. Public markets...

April 2021 Middle Market Monitor

Economic indicators were extremely positive in March as the U.S. continues its recovery and COVID-19 vaccinations accelerate. The Consumer Price Index and the Consumer Confidence Index increased, while the unemployment rate decreased over the month. Public markets and M&A activity saw increases across most indicators.

March 2021 Middle Market Monitor

Economic indicators were mostly positive in February as the U.S. continues its recovery, with initial doses of the Moderna and Pifzer vaccines starting to be rolled out. The Consumer Price Index and the Consumer Confidence Index increased, while the unemployment rate decreased over the month. Public markets...

February 2021 Middle Market Monitor

Economic indicators were mostly positive in January as the U.S. continues its recovery, with initial doses of the Moderna and Pifzer vaccines starting to be rolled out. The Consumer Price Index and the Consumer Confidence Index increased, while the unemployment rate decreased over the month. Public markets...

January 2021 Middle Market Monitor

Economic indicators were mixed in December as the U.S. advanced along its recovery from COVID-19 with the early stages of the vaccine rollout beginning. The Consumer Price Index increased, the Consumer Confidence Index declined, while the unemployment rate remained unchanged over the month. The public markets saw...

December 2020 Middle Market Monitor

Economic indicators were mixed in November as the U.S. advances along its recovery from the impact of COVID-19 with a vaccine in sight. The unemployment rate and the Consumer Confidence Index both declined over the month while the Consumer Price Index increased slightly. The public markets saw...

November 2020 Middle Market Monitor

Economic indicators were mixed in October as the U.S. advances along its recovery from the impact of COVID-19. The unemployment rate and the Consumer Confidence Index both declined over the month while the Consumer Price Index remained unchanged. The public markets saw another month of decline with...

October 2020 Middle Market Monitor

Economic indicators were largely positive and indicative of ongoing recovery. The unemployment rate continued to fall while the Consumer Confidence Index and Consumer Price Index both rose. The public markets saw a decline following five months of consecutive gains with the S&P 500 and Dow Jones Industrial...

September 2020 Middle Market Monitor

Economic indicators continued to show signs of recovery as lockdowns are lifted across the country. Unemployment continued its steady decline and the Consumer Price Index rose. However, the Consumer Confidence Index declined. The public equity markets continued to grow with the S&P 500, Dow Jones Industrial Average,...

August 2020 Middle Market Monitor

Economic indicators in July were mixed as the unemployment rate fell and the Consumer Price Index rose while the Consumer Confidence Index declined. The public equity markets continued to demonstrate strength with the S&P 500, Dow Jones Industrial Average, and NASDAQ all rising over the month. M&A...

July 2020 Middle Market Monitor

In June, economic indicators improved, with a decrease in the unemployment rate and a continued upward trend in the public markets. The S&P 500 and Dow Jones Industrial Average posted gains of 2.0% and 1.0% respectively, steadily approaching levels from early March. The Consumer Price Index continued...

June 2020 Middle Market Monitor

In May, economic indicators improved, with a decrease in the unemployment rate and a continued upward trend in the public markets. The S&P 500 and Dow Jones Industrial Average posted gains of 4.5% and 4.3% respectively, steadily approaching levels from early March. Volatility in the public markets...