Recent data point to deteriorating growth We expect slower growth in the fourth quarter of 2023 and the risk of a recession in 2024 remains elevated. Economic Commentary December 12, 2023 consumer spendingeconomic growthemploymentinflation
Equity markets surge in Q1 Inflation moderates, earnings growth expected. Capital Market Impact April 2, 2024 market commentary
Market Bulls Charge Ahead as S&P 500® Index soars Senate Keeps the Lights on Amid Market Rally Capital Market Impact March 5, 2024 market commentary
S&P 500® Index shrugs off earnings and rate fears, hits record Stocks rally to new peak despite weak earnings and hawkish Fed. Capital Market Impact January 23, 2024 market commentary
Dow hits record high amid encouraging inflation data and dovish FOMC shift Equity markets continue to rise, with the Dow hitting a new record high. Investors buoyed by encouraging inflation data and dovish FOMC shift. Capital Market Impact December 18, 2023 equity marketsinvestor sentimentmarket commentary
Market Stabilization Through Year’s End: A Goldilocks Approach The S&P 500® Index looks to extend the winning streak to five weeks. Capital Market Impact November 27, 2023 economic growthinflationinterest ratesmarket commentary
Economic outlook still spooky despite recent treats Much stronger-than-expected hiring and retail spending in September complicates policy decisions for the Fed. Economic Commentary November 1, 2023 economic growthinflationinterest ratesmarket commentary
Markets weak as investors are unimpressed by earnings beats S&P 500 seems set for the third straight negative month following five positive months Capital Market Impact October 30, 2023 economic growthinflationinterest ratesmarket commentary
What to Watch This Week: Geopolitical Tensions, a Strong Start to Earnings Season, and the Strength of the Global Consumer Markets continued to recover from the rough two-month stretch, with the S&P 500® Index delivering a modest gain for the second straight week Capital Market Impact October 16, 2023 economic growthinflationinterest ratesmarket commentary
Inflation trends should keep Fed hawkish: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary October 3, 2023 consumer spendingeconomic growthemploymentinflation