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
Markets stall as investors seek next catalyst Investors’ mindset is beginning to shift from optimistic to skeptical Capital Market Impact March 23, 2021 economic growthinvesting strategiesmarket commentary
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
Markets stall as investors focus on inflation and interest rates Equity markets have stalled as investors await progress on a stimulus deal and continued signs of an improving economy Capital Market Impact February 22, 2021 economic growthinvesting strategiesmarket commentary
Retail sales boom The soft patch in retail activity came to an emphatic end last month. Daily Economic Commentary February 18, 2021 market commentary
