Markets pause as Fed expectations pivot Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain Capital Market Impact February 27, 2023 economic growthinflationinterest ratesmarket commentary
Immaculate disinflation: A long way to lower inflation Sticky inflation may dash investor hopes for a quick Federal Reserve rate policy reversal. Capital Market Impact February 22, 2023 deflationimmaculate disinflationinflationinvesting strategies
Markets continue higher, though protests in China threaten to derail the recovery Markets are coming off their fourth gain in six weeks, with the S&P 500® Index touching the best level since early September Capital Market Impact November 28, 2022 economic growthinflationinterest ratesmarket commentary
Markets retest lows as pessimism surges Equity market momentum reflects the near-universal pessimism of investors, with the S&P 500® Index falling in five of the last six weeks Capital Market Impact September 26, 2022 economic growthinflationinterest ratesmarket commentary
Stagflation: Causes and consequences Higher inflation and slowing growth pose a threat to the economy and investors. Capital Market Impact June 16, 2022 inflationinterest ratesinvesting strategiesmarket commentary
Rising inflation expectations challenge the Fed Central bankers chart a course for navigating rising prices and geopolitical uncertainty. Capital Market Impact March 17, 2022 consumer spendinginflationmarket commentary
Inflation: How transitory? As rising commodity costs add to price pressures, investors fear inflation will become deflation. Capital Market Impact October 13, 2021 inflationinvesting strategies
The international opportunity: Post-COVID portfolios The case for portfolio diversification with international equities Capital Market Impact September 15, 2021 investing strategiesmarket commentary
Rising rates may not derail stocks’ current run Should investors start to worry about interest rate spikes? Capital Market Impact March 3, 2021 interest ratesinvesting strategiesmarket commentary
Will rising inflation derail the economy? Higher government spending could tip the interest rate scales. Capital Market Impact February 17, 2021 inflationinterest ratesmarket commentary
