The economy delivered a red-hot performance in the just completed second quarter, but investors are not feeling the sizzle.

All eyes were on the monthly jobs report this week, the signature release that best describes the health of the economy and the pace at which it is moving towards maximum employment, one of two ultimate objectives of the Federal Reserve– the other being stable inflation around 2 percent.

The heightened prospects that a bipartisan infrastructure bill will see the light of day brightened the mood of investors this week.

The Fed’s policy meeting took center stage this week, as a modest shift in policy guidance stoked a frenzy of speculation in the financial markets.

The search for answers didn’t get any easier on Friday after the Labor Department released its monthly jobs report.

The U.S. economy closed out the month of May riding a host of mixed feelings. Companies are upbeat, households are cautiously optimistic and investors are grateful for past gains but anxious over future policy decisions.

The specter of inflation is once again rearing its head and garnering most of the attention in the financial markets.