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
Record high equities embed optimistic assumptions Equity markets remain remarkably resilient, with the S&P 500® Index, Dow and NASDAQ all managing to close at record highs last week despite increased volatility Capital Market Impact July 12, 2021 economic growthinvesting strategiesmarket commentary
Markets at record levels as individuals are aggressively buying equities Equity markets continue to break out from the recent trading range Capital Market Impact July 6, 2021 economic growthinvesting strategiesmarket commentary
Markets surge to record highs as Fed fears ease The S&P 500 and S&P Goldman Sachs Commodity Index are both on pace for their fifth-straight 5% quarterly gain For first time in at least 50 years. Capital Market Impact June 28, 2021 economic growthinvesting strategiesmarket commentary
Markets seek to break out of tight range as volatility fades Equity markets look to break out of the recent trading pattern Capital Market Impact June 7, 2021 economic growthinvesting strategiesmarket commentary
Is central bank support coming to an end? The long-term market reaction to the last “taper tantrum” wasn’t extreme. Capital Market Impact June 2, 2021 interest ratesinvesting strategies
Markets look to reach new highs as investor optimism returns Markets look to open the week higher as the S&P 500® Index sits less than 1% below the record high Capital Market Impact June 1, 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
Fed flags financial stability risks The Federal Reserve's latest Financial Stability Report warned of the risks associated with elevated asset values. Daily Economic Commentary May 11, 2021 market commentary
Bank lending standards continue to ease Bank lending standards eased on balance for the first time in nearly two years over the last three months. Daily Economic Commentary May 6, 2021 market commentary
