Cycle Watch | March 2024: Strong economic data delay rate cuts The Federal Reserve held rates steady at the conclusion of its March meeting, despite persistent inflation. Capital Market Impact April 3, 2024 economic growtheconomic trendsinflationinterest rates
Cycle Watch | February 2024: Economy is gaining speed in 2024 Inflation has slowed significantly but remains above the Fed’s 2% target. Capital Market Impact February 29, 2024 economic trendsinflationinterest ratesinvesting strategies
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
Cycle Watch | December 2023: The end of rate hikes nears With the economy and job growth continuing to cool, is the Federal Reserve done hiking interest rates? Capital Market Impact December 14, 2023 economic trendsinflationinterest ratesinvesting strategies
Cycle Watch | November 2023: Headwinds threaten to slow growth Rising headwinds may weaken spending, putting the U.S. consumer’s strength to the test. Capital Market Impact November 10, 2023 consumer spendinginflationinterest ratesinvesting strategies
Cycle Watch | October 2023: Higher rates begin to bite US consumers kept spending in September despite higher prices and rising interest rates. Capital Market Impact October 25, 2023 consumer spendinginflationinterest ratesinvesting strategies
Cycle Watch | September 2023: Soft landing looking more unlikely Although inflation has moderated, the Federal Reserve hasn’t ruled out further rate hikes. Capital Market Impact September 18, 2023 inflationinterest ratesinvesting strategiesmarket commentary
Cycle Watch | August 2023 Growth on track despite headwinds The U.S. job market added fewer jobs than expected in July, continuing its recent monthly trend of slower growth. Capital Market Impact August 21, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | July 2023 Recession still on hold Despite fears of a possible recession, surprisingly strong economic data further delays any likelihood of one. Capital Market Impact July 14, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | June 2023 Jobs market keeps recession at bay The May jobs report offered more evidence that the economy is still far from a recession. Capital Market Impact June 15, 2023 economic growthinflationinterest ratesinvesting strategies