Quarterly Market Digest

Inflation, Disinflation & Rotation

by Clare Market Investments on Jul 2, 2021

The reopening pace accelerated during the second quarter. Rising vaccination rates allowed more states to ease restrictions.

Post-Pandemic Economy is Surging

by Clare Market Investments on Apr 5, 2021

One-year after the pandemic first emerged, the U.S. is making some positive progress in battling the virus.

The New Normal Goes “viral”

by Clare Market Investments on Jan 5, 2021

Two conflicting themes defined the fourth quarter: a resurgent virus and encouraging vaccine data.