S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong Stocks dip after 2023 surge, economy resilient, outlook mixed. Capital Market Impact January 8, 2024 equity marketslabor marketmarket commentary
Consumer slowdown comes into better focus We expect weaker, albeit positive, growth in the fourth quarter, but the odds of a recession in 2024 remain elevated. Economic Commentary November 14, 2023 consumer spendingeconomic growthemploymentinflation
What to Watch This Week: Geopolitical Tensions, a Strong Start to Earnings Season, and the Strength of the Global Consumer Markets continued to recover from the rough two-month stretch, with the S&P 500® Index delivering a modest gain for the second straight week Capital Market Impact October 16, 2023 economic growthinflationinterest ratesmarket commentary
How healthy are U.S. consumers right now? A holistic look at the latest consumer data can help us assess what’s ahead for the markets and economy. Capital Market Impact August 23, 2023 consumer spendinginflationinterest rates
Consumers are propelling growth: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary August 21, 2023 consumer spendingeconomic growthemploymentinflation
Consumer Tailwinds Could Blow Us Out of the Summer Doldrums The markets have entered a period of consolidation following a strong run for five-straight months Capital Market Impact August 14, 2023 economic growthinflationinterest ratesmarket commentary
Stronger end to 2022 as consumers continue to drive economic growth Contrary to the Fed’s goal to slow economic growth by raising interest rates, activity has picked up. Economic Commentary December 20, 2022 economic growthinflationinterest ratesmarket commentary
Cycle Watch | January 2024: So far, solid trends continue The so-called soft landing is coming into view, but risks remain as the new year unfolds. Capital Market Impact January 24, 2024 economic trendsinflationinterest ratesinvesting strategies
December marked another month of solid job growth and fast wage growth Growth in early 2024 might look similar to 2023, but we expect job gains and overall spending to weaken by mid-year. Economic Commentary January 17, 2024 consumer spendingeconomic growthemploymentinflation
Podcast: 2024 Outlook – Could a mild recession take the steam out of inflation? Hear our 2024 outlook for the economy and financial markets. Economic Commentary January 4, 2024 economic growthinflationinterest ratesmarket commentary