Investor optimism around vaccines and stimulus may have peaked Record equities continue to concern observers, with several asset classes echoing trends from the late 1990s Capital Market Impact December 21, 2020 economic growthinvesting strategiesmarket commentary
Stock valuations elevated as warning signs rise Stock valuations are elevated in more ways than one. Capital Market Impact December 17, 2020 investing strategiesmarket commentary
Vaccine optimism drives markets to record highs Equity markets broke out to a fresh record high on optimism surrounding a vaccine Capital Market Impact November 16, 2020 economic growthinvesting strategiesmarket commentary
The recovery shifts to a lower gear October Monthly Dashboard: Some components of the economic recovery downshifted in September. Economic Commentary October 23, 2020 consumer spendingeconomic growthinflationinterest rates
Momentum is slowing, but the recovery continues August Monthly Dashboard: Economic data remained mostly positive through July. But the recovery appears to be decelerating. Economic Commentary August 28, 2020 consumer spendingeconomic growthinflationinterest rates
April Monthly Dashboard: The next recession has arrived While the official pronouncement is likely months away, it is clear the U.S. economy has fallen into a sharp recession. Economic Commentary April 24, 2020 consumer spendingeconomic growthinflationinterest rates
The coming COVID-19 recession It’s likely that the peak of the current expansion and the start of the next recession will be dated in March. Economic Commentary March 27, 2020 consumer spendingeconomic growthinflationinterest rates
The Fed Goes All in to Mitigate Covid-19’s Economic Impact The Fed has gone all in to mitigate the negative impacts of the COVID-19 pandemic on the economy and financial markets. Daily Economic Commentary March 16, 2020 economic growthmarket commentary
February Monthly Dashboard: Coronavirus is a wildcard for the economy and financial markets The coronavirus outbreak has increased risks for the global economy and has upset trade flows. Economic Commentary February 28, 2020 consumer spendingeconomic growthinflationinterest rates
Weak investor sentiment drives “risk-off” approach Investors continue to aggressively shift to risk-off postures Capital Market Impact April 25, 2022 economic growthinflationinterest ratesmarket commentary
