Markets in holding pattern, awaiting next positive catalyst Markets are likely to continue in a sideways pattern until we grow into our valuation Capital Market Impact May 24, 2021 economic growthinvesting strategiesmarket commentary
Inflation fears are an increasing challenge to equity markets Equity markets have entered a choppy period, with the S&P 500® Index unchanged since mid-April Capital Market Impact May 17, 2021 economic growthinvesting strategiesmarket commentary
As market rally matures, eyes remain on Fed Markets rallied to record highs Friday in reaction to disappointing jobs report Capital Market Impact May 10, 2021 economic growthinvesting strategiesmarket commentary
Markets stall as the calendar shifts to May The rally in equity markets stalled following the impressive rally to record highs Capital Market Impact May 3, 2021 economic growthinvesting strategiesmarket commentary
Strong earnings not driving stock rallies The current backdrop for equities remains supportive, but there is an increasing tug of war between optimists and pessimists Capital Market Impact April 26, 2021 economic growthinvesting strategiesmarket commentary
Ready or not, here comes the boom The expected post-pandemic boom in activity has begun as many key growth drivers surged in March. Economic Commentary April 23, 2021 consumer spendingeconomic growthinflationinterest rates
Equity markets try to maintain momentum from strong first quarter Equities are set to continue their march higher following a better-than-expected payroll report Capital Market Impact April 5, 2021 economic growthinvesting strategiesmarket commentary
Markets at record highs as infrastructure debate begins A late surge drove the S&P 500® Index to a record high last week, as economic optimism outweighed valuation worries Capital Market Impact March 29, 2021 economic growthinvesting strategiesmarket commentary
March Monthly Dashboard: Signs of post-pandemic economic acceleration Despite a dismal February, the economy is moving closer to the post-COVID surge. Economic Commentary March 26, 2021 consumer spendingeconomic growthinflationinterest rates
Substantial weather drag for February activity Retail sales fell sharply and housing starts plummeted during February Economic Commentary March 22, 2021 consumer spendingeconomic growthhousing marketinflation
