Cost-cutting firms continue to spend on technology Many firms cut spending across the board last year, but tech expenditures increased. Capital Market Impact June 30, 2021 investing strategiesmarket commentary
Risks lurk under stocks’ calm performance Returns for tech stocks have raised market indexes, but something else is happening beneath the surface. Capital Market Impact May 24, 2023 investing strategiesmarket commentarystock market
Small caps: Near-term risks vs. long-term potential A little patience may benefit small-cap investors in the long run. Capital Market Impact May 10, 2023 investing strategiesmarket commentary
Markets move sideways in search of a catalyst Equity markets were modestly lower in a volatile week, with weakness on macro concerns largely erased by a 2% rally for the S&P 500® Index on Friday Capital Market Impact May 8, 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
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
Inflation’s impact on the stock market Stocks can generally act as a buffer against the long-term impacts of inflation. Capital Market Impact March 15, 2023 inflationinvesting strategiesmarket commentary
Markets pause as Fed expectations pivot Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain Capital Market Impact February 27, 2023 economic growthinflationinterest ratesmarket commentary
Good News is Bad News: Encouraging Macro Economic Data is a Risk for the Market Equity markets look to continue their strong start to the year that has seen the S&P 500® Index advance in four of the five weeks of 2023. Capital Market Impact February 6, 2023 economic growthinflationinterest ratesmarket commentary
Is Big Tech’s dominance over? Surging tech stocks drove returns during the pandemic, but rising interest rates may pressure their earnings. Capital Market Impact February 1, 2023 market commentaryretirement planning
