Cycle Watch | May 2023 Growth slows but no recession yet The economy added 253,000 jobs in April, beating expectations in the face of rising interest rates. Capital Market Impact May 16, 2023 inflationinterest ratesinvesting strategieslabor market
Cycle Watch | April 2023 Market stress raises recession worries Inflation cooled to 5% in March, but the Fed is still likely to raise its policy rate again in May. Capital Market Impact April 13, 2023 inflationinterest ratesinvesting strategiesmarket commentary
Cycle Watch | March 2023 Economy too hot for the Fed Employers added a solid 311,000 jobs in February, keeping pressure on the Federal Reserve to fight inflation. Capital Market Impact March 14, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | February 2023: Economic activity weakens The Federal Reserve, with inflation cooling, announced a smaller rate hike for a second straight time. Capital Market Impact February 10, 2023 consumer spendingeconomic growthinflationinterest rates
Cycle Watch | January 2023: Putting off a recession for now December’s lower inflation reading could mean a slower pace of rate hikes in the coming months. Capital Market Impact January 19, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | December 2022: Growth amid uncertainty Inflation is slowing, but the Fed hiked its key interest rate for the seventh time this year. Capital Market Impact December 16, 2022 consumer spendingeconomic growthinflationinterest rates
Cycle Watch | November 2022: Higher rates hold down growth A better-than-expected October jobs report sets the stage for more interest rate hikes. Capital Market Impact November 10, 2022 housing marketinflationinterest ratesinvesting strategies
Cycle Watch | October 2022: Recession warning signs Soaring inflation and rising interest rates have contributed to growing recession fears. Capital Market Impact October 14, 2022 housing marketinflationinterest ratesinvesting strategies
Cycle Watch | September 2022: Uncertainty prevails The S&P has rallied strongly since June, but September has historically been the worst month of the year for stocks. Capital Market Impact September 13, 2022 housing marketinflationinterest ratesinvesting strategies
Cycle Watch | August 2022: Recession tug-of-war Amid high inflation and growing recession fears, employers added a surprising 528,000 jobs last month. Capital Market Impact August 16, 2022 inflationinterest ratesinvesting strategiesmarket commentary
