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
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
Ongoing rally fuels bubble fears The ongoing rally in stock prices is fueling increasing concerns that a bubble may be developing. Daily Economic Commentary January 26, 2021 market commentary
Financials to kick off earnings season Fourth quarter earnings season gets underway this week, with the banks again in the leadoff position. Daily Economic Commentary January 12, 2021 market commentary
Stimulus spending pushes government debt to record highs A rise in interest rates may worsen the debt picture. Capital Market Impact October 28, 2020 interest ratesinvesting strategiesmarket commentary
Is the economic recovery for real? Bonds may offer a clue The bond market may provide the best signal of the outlook for economic recovery. Capital Market Impact July 15, 2020 economic growthinvesting strategiesmarket commentary
Stay disciplined when outside events drive volatility Fear grips the markets against a backdrop of strong economic fundamentals Capital Market Impact March 10, 2020 economic growthmarket commentary
February Monthly Dashboard: Stimulus fuels economic growth acceleration Vaccine distribution and fiscal stimulus help to bridge the economy to a post-pandemic world. Economic Commentary February 26, 2021 consumer spendingeconomic growthinflationinterest rates
