The Four New Things We Learned In Week Three of 2Q21 Reporting Season

This week in the podcast(1) Most of the major trends and themes for 2Q reporting season that we’ve beenhighlighting over the past few weeks remained intact. (2) We learned four new,important things last week on slowing growth rates, supply chains, labor, andCOVID/mobility. (3) It’s not unusual for slowing growth rates to trip up thestock market temporarily following recessions. (4) The high-frequency data wetrack suggest mobility trends remain constructive.