Has the housing market peaked? Sales for both new and existing homes slowed in July, although housing sector fundamentals continue to be solid. Economic commentary August 29, 2018 economic growthhousing marketinflationmarket commentary
February Monthly Dashboard: Coronavirus is a wildcard for the economy and financial markets The coronavirus outbreak has increased risks for the global economy and has upset trade flows. Economic commentary February 28, 2020 consumer spendingeconomic growthinflationinterest rates
Job growth defies market expectations More workers joining the labor pool may help sustain growth, as well as stock returns. Capital market impact February 18, 2020 consumer spendingeconomic growthincome planningmarket commentary
Housing demand shifting to new homes Starts climbed to nearly an expansion high in November as strong demand drove further construction of new homes. Economic commentary December 23, 2019 consumer spendingeconomic growthhousing marketinflation
Housing activity continues to strengthen Driven by job gains, low mortgage rates, and above-trend household formations, home sales continue to trend higher. Economic commentary November 25, 2019 consumer spendingeconomic growthhousing marketinflation
Markets breakout to record highs on improving fundamentals Equity markets finally broke out of the trading range that has existed for nearly two years, driven by shifting sentiment on earnings. Capital market impact November 4, 2019 economic growthinvesting strategiesmarket commentary
Markets stall despite wave of news Economic data modestly surprised to the upside last week, led by industrial production rebounding in August Capital market impact September 23, 2019 economic growthinvesting strategiesmarket commentary
Markets climb “wall of worry” to near record high Trade rhetoric between the U.S. and China has improved in recent weeks, with President Trump signaling that a partial and temporary deal could be considered. Capital market impact September 16, 2019 economic growthinvesting strategiesmarket commentary
Earnings inflection could drive markets Despite substantial volatility, the S&P 500 has returned 11% over the past 12 months. Capital market impact April 15, 2019 economic growthinvesting strategiesmarket commentary
Markets pause as we await a positive catalyst Equity markets saw their worst week of the year, failing to break through the well-established resistance just over 2,800 for the S&P 500 Index. Capital market impact March 11, 2019 economic growthinvesting strategiesmarket commentary
