Markets Dip, Inflation Rises: The Uneven Path Markets Dip, Inflation Rises: The Uneven Path Capital Market Impact March 19, 2024 market commentary
Podcast: Outlook on Fed rate cuts and its effects on investors and the economy Gain insights on Fed rate cuts, timing, and the impact on investment strategies and the economy. Economic Commentary February 28, 2024 economic growthinflationinterest ratesmarket commentary
Markets Shrug Off Inflation Spike Despite higher inflation and a hawkish Fed, equity markets remain stable. Capital Market Impact February 20, 2024 market commentary
S&P 500® Hits New Highs on Strong Economic and Job Data Impressive Job Gains and Economic Growth Boost S&P 500® Capital Market Impact February 6, 2024 market commentary
Podcast: The Fed’s outlook: Rate cuts, inflation, and 2024 economic predictions Hear our economists provide their analysis of the January FOMC meeting. Economic Commentary February 1, 2024 economic growthFOMCmarket commentary
The factors behind the equity market rally Q4 GDP growth and lower inflation fuel stocks Capital Market Impact January 30, 2024 market commentary
S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong Stocks dip after 2023 surge, economy resilient, outlook mixed. Capital Market Impact January 8, 2024 equity marketslabor marketmarket commentary
Podcast: Have the markets gone too far in pricing in rate cuts? Our outlook for interest rates and Treasury yields in 2024. Economic Commentary December 14, 2023 economic growthinflationinterest ratesmarket commentary
S&P 500 extends rally amid mixed markets and data S&P 500 gains amid mixed data, sentiment, and positioning. Capital Market Impact December 12, 2023 equity marketsinvestor sentimentmarket commentary
Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November The equity markets soared to a year-high as inflation data eased fears of a hard landing, while the Fed remained hawkish despite market expectations of rate cuts. Capital Market Impact December 4, 2023 market commentary