Cycle Watch October 2021: U.S. economy braces for headwinds After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact October 18, 2021 cycle watchmarket commentary
The latest market concerns for investors Equity markets recovered last week, as a temporary debt ceiling deal removed the disaster scenario of a U.S. default out of investors’ minds. Capital Market Impact October 11, 2021 economic growthinflationinterest ratesmarket commentary
Earnings expectations under pressure The recent spell of robust earnings is threatened by inflation, supply chain issues and input cost pressures. Capital Market Impact October 7, 2021 economic growthinvesting strategies
Household wealth at record levels Lower-income Americans have benefited from fiscal stimulus, but still lag in stock and home ownership. Capital Market Impact September 29, 2021 economic growthhousing marketinvesting strategies
Investors uncertain as economic and earnings headwinds emerge Equity markets have been buoyed by stock buybacks and investors’ “buy-the-dip” instinct amid rising volatility Capital Market Impact September 27, 2021 economic growthinvesting strategiesmarket commentary
Delta variant and supply chain headwinds, but still solid forward momentum August Monthly Dashboard: The Delta variant may impact consumer behavior while shortages of labor and other inputs are slowing production. Economic Commentary August 27, 2021 consumer spendingeconomic growthinflationinterest rates
Resilient markets face headwinds to growth With elevated valuations of stocks and bonds, investors should adjust expectations for lofty returns to continue. Capital Market Impact August 17, 2021 investing strategiesmarket commentary
Markets grind higher despite signs of global slowdown Equity markets continue to grind higher, with weekly gains in six of the last eight weeks despite troubling headlines Capital Market Impact August 16, 2021 economic growthinvesting strategiesmarket commentary
5 more months of relief for student loan borrowers This is likely the last extension of the federal student loan forbearance program. Capital Market Impact August 10, 2021 investing strategiesstudent loans
The recovery has ended and the expansion begun Monthly Dashboard: The recovery has ended and the expansion begun, but faster inflation is a concern. Economic Commentary July 23, 2021 consumer spendingeconomic growthinflationinterest rates
