How “sticky” inflation can affect retirement portfolio outcomes How “sticky” inflation can affect retirement portfolio outcomes Capital Market Impact April 17, 2024 inflationinvesting strategiesretirement incomeretirement planning
Equity markets surge in Q1 Inflation moderates, earnings growth expected. Capital Market Impact April 2, 2024 market commentary
Even reliable market indicators have their limitations It’s been nearly two years since the yield curve inverted, and still no recession, testing this once-reliable indicator. Capital Market Impact March 28, 2024 investing strategiesmarket commentaryrecessionstock market
Fixed income opportunities in 2024 Despite potential market volatility on the horizon, fixed income presents opportunities. Capital Market Impact March 21, 2024 investing strategiesmarket commentary
Podcast: February CPI analysis—Inflation trends and Fed actions Gain insights on the February CPI report, inflation trends, and how this could impact potential rate cuts this year. Economic Commentary March 14, 2024 economic growthinflationinterest ratesmarket commentary
What earnings revisions can reveal about upcoming market trends Earnings revisions can illuminate subtle yet impactful trends that often aren’t seen in stock market headlines. Capital Market Impact February 28, 2024 earningsinvesting strategiesmarket commentarystock market
Will January’s gains foreshadow a positive year for stocks? An old Wall Street adage says, "As goes January, so goes the year." That has many investors feeling good about 2024. Capital Market Impact February 7, 2024 economic growthinvesting strategiesmarket commentarystock market
Cycle Watch | January 2024: So far, solid trends continue The so-called soft landing is coming into view, but risks remain as the new year unfolds. Capital Market Impact January 24, 2024 economic trendsinflationinterest ratesinvesting strategies
S&P 500® Index shrugs off earnings and rate fears, hits record Stocks rally to new peak despite weak earnings and hawkish Fed. Capital Market Impact January 23, 2024 market commentary
S&P 500® Index Nears Record High as Inflation Fears Ease and Tech Leads the Way Last week, the S&P 500® Index reached a new high, led by growth, tech, and consumer stocks. Capital Market Impact January 18, 2024 market commentary