Cycle Watch | May 2022: Economic cross-currents Amid rising interest rates and ongoing geopolitical conflict, equity markets have come under pressure. Capital Market Impact May 13, 2022 consumer spendinginflationinterest ratesinvesting strategies
Cycle Watch | April 2022: Reacting to rising rates The Fed is expected to continue in its tightening cycle, which may trigger a recession, but not in the immediate future. Capital Market Impact April 18, 2022 consumer spendinginflationinterest ratesinvesting strategies
Cycle Watch | March 2022: War fogs the outlook Geopolitical conflicts add to near-term volatility, but historically, it’s been short-lived. Capital Market Impact March 15, 2022 consumer spendinginflationmarket commentary
Cycle Watch | February 2022: Steady, but slower The economy grew 6.9% last quarter, but momentum appears to have faded amid the Omicron variant and supply shortages. Capital Market Impact February 15, 2022 interest ratesmarket commentary
Cycle Watch January 2022: The economy defies price pressures Lessons learned from 2021 will help shape the market environment in the year ahead. Capital Market Impact January 20, 2022 market commentary
Cycle Watch November 2021: Supply chains hold down growth After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact November 17, 2021 market commentary
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
Cycle Watch August 2021: Expansion mode The U.S. economy moves from recovery to expansion Capital Market Impact August 16, 2021 market commentary
Cycle Watch July 2021: Keeping pace The U.S. economy should grow at an above-trend pace for at least another year. Capital Market Impact July 7, 2021 market commentary
Cycle Watch: February 2021 – Through the soft patch After declining GDP growth for 2020, current expectations for 2021 are for the most rapid pace of economic expansion in nearly 40 years. Capital Market Impact February 11, 2021 economic growthinflationinvesting strategiesmarket commentary
