2021 Ohio Bankers Day

Pullyu

Pushmi

• Falling Confidence

• Rising Confidence

• Q3 Delta Variant Fears? • Employment Gap & Labor Shortages • Skyrocketing National Debt • Inflation Pressures? • Asset Bubbles Brewing?

• Q1 Vaccine hopes?

• Massive Stimulus • “Excess” Savings • Manufacturing Strength • Housing Strength • Re ‐ employment Growth & Jobs Available • GDP Growth

Daily Index of Consumer Sentiment (5 ‐ day moving average)

120

115

110

105

100

95

90

85

Source: Morning Consult https://morningconsult.com/form/econ ‐ intel ‐ global ‐ consumer ‐ confidence ‐ tracking ‐ demo ‐ request/

80

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