Labor market is too hot for the economy’s own good Job growth was stunningly strong in January and the unemployment rate fell to its lowest level since 1969. Economic Commentary February 14, 2023 consumer spendingeconomic growthemploymentinflation
Job market remains resilient as activity weakens across the economy Job gains remain solid as many businesses have yet to significantly slow hiring even as clouds build on the horizon. Economic Commentary February 1, 2023 economic commentaryinflationinterest ratesmarket commentary
Improving economy and stimulus drive markets to record highs Equity markets look to continue their bullish run Capital Market Impact March 15, 2021 economic growthinvesting strategiesmarket commentary
Investors are still pessimistic, but emotions aren’t driving the markets Equity markets broke out of an extended period of slumber, with the S&P 500® Index jumping to the best level since August Capital Market Impact May 22, 2023 economic growthinflationinterest ratesmarket commentary
Markets resilient in face of slowing fundamentals Equity markets continue to march slowly higher despite weakening fundamental data, with the S&P 500® Index gaining in five of seven weeks Capital Market Impact May 1, 2023 economic growthinflationinterest ratesmarket commentary
Bond markets not troubled by recession talk While yield curve data points to uncertainty, corporate bond investors find calm in solid company performance. Capital Market Impact April 26, 2023 economic growthinterest ratesinvesting strategiesmarket commentary
Markets calm ahead of a surge in earnings releases Investors remain confused about the forward direction of the market but are less reactive and emotional. Capital Market Impact April 25, 2023 economic growthinflationinterest ratesmarket commentary
Leading indicators and weak corporate earnings reflect a slowing economy: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary April 24, 2023 consumer spendingeconomic growthemploymentinflation
Markets calm heading into critical earnings season The equity market rally remains in effect, with the S&P 500® Index gaining in four of the past five weeks. Capital Market Impact April 17, 2023 economic growthinflationinterest ratesmarket commentary
Equity markets calm as macro uncertainty climbs Equity markets have entered a period of relative calm, with the S&P 500® Index little changed in the first week of the second quarter Capital Market Impact April 10, 2023 economic growthinflationinterest ratesmarket commentary