Weekly Analysis — Via Nova Investment Management

Via Nova provides weekly analysis on market behavior and relevant influences. Analysis is written by Alan Gayle, President of Via Nova Investment Management.

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Via Nova’s take on the May jobs report.

The bottom line is that we should feel better about the economic outlook, but not great. Via Nova’s take on the May jobs report is that the news was unequivocally good, and the report may suggest that the economic low is in place. However, the stock market rally leading up to and following the report may reflect excessive optimism on the pace and breadth of the recovery.

5/29/20: Personal income report highlights the battle between lock-down and stimulus.

3/30/20: Our perspective on the COVID-19 challenge.

These are challenging times for us all, but the evidence suggests we are collectively rising to the occasion to support those in need, and we believe this terrible episode will be the rear-view mirror by the end of the year.