Expectations of growth/inflation send longer-term interest rates higher Long-term rates climbing sharply as inflation/growth outlook rises Economic Commentary March 1, 2021 consumer spendingeconomic growthhousing marketinflation
Markets stall as investors focus on inflation and interest rates Equity markets have stalled as investors await progress on a stimulus deal and continued signs of an improving economy Capital Market Impact February 22, 2021 economic growthinvesting strategiesmarket commentary
Rates likely a very modest drag on housing Existing home sales were much weaker than expected in February, falling by 6.6 percent to an annual pace of 6.22 million. Daily Economic Commentary March 23, 2021 market 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
Rising rates continue to impact investor confidence Equity markets look to rebound following a two-week losing streak Capital Market Impact March 1, 2021 economic growthinvesting strategiesmarket commentary
Will rising rates change the bond market climate? An interest rate jump may challenge bond investors. Capital Market Impact January 14, 2021 interest ratesinvesting strategiesmarket commentary
Negative real rates drive valuations of multiple asset classes Equity markets are set to begin the week similarly to how they ended last week Capital Market Impact August 10, 2020 economic growthinvesting strategiesmarket commentary
Better economic data, but rising infection rates increase near-term risks July Monthly Dashboard: The recovery gathered still more steam in June as job gains and retail spending spiked again. Economic Commentary July 24, 2020 consumer spendingeconomic growthinflationinterest rates
Fresh stimulus pushes federal deficit higher Higher deficits could crowd out the federal budget Capital Market Impact March 16, 2021 interest ratesinvesting strategies
Manufacturing remains robust even as price pressures intensify The ISM manufacturing index came in ahead of consensus expectations for February. Daily Economic Commentary March 2, 2021 market commentary
