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  January Economic Review: Accommodative monetary policy and less geopolitical risk suggest continued growth ahead – but Iran poses a new risk

  Accommodative monetary policy and less geopolitical risk suggest continued growth ahead – but Iran poses a new risk.

  Economic Commentary January 14, 2020

  • consumer spending
  • economic growth
  • inflation
  • interest rates
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  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 spending
  • inflation
  • interest rates
  • investing strategies
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  Podcast: Booming job growth reflects considerable momentum (14 min)

  Hear our perspectives on the improving labor market and our economic outlook for the months ahead (14 min)

  Economic Commentary March 7, 2022

  • economic growth
  • inflation
  • interest rates
  • market commentary
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  Growth under threat

  As omicron impacts economic activity, economists worry the new variant will derail economic expansion.

  Capital Market Impact January 13, 2022

  • investing strategies
  • market commentary
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  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 growth
  • investing strategies
  • market commentary
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  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 strategies
  • market commentary
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  U.S. economy returns to growth mode

  The U.S. economy has officially shifted from recovery to expansion.

  Capital Market Impact August 4, 2021

  • economic growth
  • investing strategies
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  Are enhanced jobless benefits holding back growth?

  COVID-relief stimulus is changing. How will it affect the economy?

  Capital Market Impact May 26, 2021

  • economic growth
  • investing strategies
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  China’s population growth continues to slow

  China's population growth is the slowest since the modern census came into existence in the 1950s.

  Daily Economic Commentary May 19, 2021

  • market commentary
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  The economic boom is here

  May Monthly Review: Job gains fall short in April, but economic growth remains strong

  Economic Commentary May 18, 2021

  • consumer spending
  • economic growth
  • housing market
  • inflation