Markets are pushing all-time highs with a brief pullback this past week due to Covid-related growth scares that may hit parts of the economy. When the supply chain is weakened, and consumers can’t buy, the markets bake it in as they did on the news this past week. The three major U.S. stock indexes posted new closing records: Dow closing above 35,000; S&P 500 to 4,411.79; and the Nasdaq up 1%. The Federal Reserve meets this coming week and investors will be listening and rea

Lower in yields in 10- and 30-year bonds have been deeper and longer than anticipated. Growth in Q2 was expected to be a median 9%, according to economists. But inflation and economic concerns have been spurred somewhat by the Covid-19 Delta Variant and the possible slowing of a recovery. Many sectors, chips for electronics and cars as an example, are still lagging. A new round of slowdowns could deepen the severity of the shortages we are still seeing in many areas. Therefor