After the recent run-up, a good time to diversify While the big tech stocks run the NASDAQ rally, valuations among other asset classes look attractive. Capital Market Impact June 14, 2023 investing strategiesmarket commentarystock market
Focus on the long term to counter the bull-bear split The stock market’s narrow trading range suggests a split between bulls and bears and between the market and economy. Capital Market Impact May 18, 2023 interest ratesinvesting strategiesmarket commentary
As economic pressures mount, investors are re-evaluating their financial priorities Nearly six in ten investors plan to adjust their personal finances ahead of a potential recession. Economic Commentary May 16, 2023 client relationshipshabitsinflationmarket commentary
Is this the “calm before the storm” for equities? Capital markets continue their surprising period of calm, a sharp contrast to the elevated volatility experienced since the onset of the pandemic Capital Market Impact May 15, 2023 economic growthinflationinterest ratesmarket commentary
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
What comes after the Fed pauses rate hikes? Economists, investors and individuals have different expectations for the Fed’s next steps. Capital Market Impact May 4, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | March 2023 Economy too hot for the Fed Employers added a solid 311,000 jobs in February, keeping pressure on the Federal Reserve to fight inflation. Capital Market Impact March 14, 2023 economic growthinflationinterest ratesinvesting strategies
Immaculate disinflation: A long way to lower inflation Sticky inflation may dash investor hopes for a quick Federal Reserve rate policy reversal. Capital Market Impact February 22, 2023 deflationimmaculate disinflationinflationinvesting strategies
Indicators suggest economy is still running hot: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary February 20, 2023 consumer spendingeconomic growthemploymentinflation
Can the stock rally withstand rising rates? Stocks soared in January as long-term rates fell. A change in this trend could spell the end of this rally. Capital Market Impact February 15, 2023 investing strategiesmarket commentary