Podcast: 2024 Outlook – Could a mild recession take the steam out of inflation? Hear our 2024 outlook for the economy and financial markets. Economic Commentary January 4, 2024 economic growthinflationinterest ratesmarket 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
Cycle Watch | November 2023: Headwinds threaten to slow growth Rising headwinds may weaken spending, putting the U.S. consumer’s strength to the test. Capital Market Impact November 10, 2023 consumer spendinginflationinterest ratesinvesting strategies
Economic outlook still spooky despite recent treats Much stronger-than-expected hiring and retail spending in September complicates policy decisions for the Fed. Economic Commentary November 1, 2023 economic growthinflationinterest ratesmarket commentary
Redefining market sentiment and strategy amid pivotal indicators and potential disruptions Markets weakened last week following an extended period of calm Capital Market Impact September 25, 2023 economic growthinflationinterest ratesmarket commentary
Cooler trends as summer turns to fall Slower job growth and falling savings indicate that consumers may cut back on spending soon after a blowout summer. Economic Commentary September 20, 2023 consumer spendingeconomic growthemploymentinflation
Cycle Watch | August 2023 Growth on track despite headwinds The U.S. job market added fewer jobs than expected in July, continuing its recent monthly trend of slower growth. Capital Market Impact August 21, 2023 economic growthinflationinterest ratesinvesting strategies
Markets continue to rally as bear arguments fade Equity markets continued to steadily move higher, with the S&P 500® Index gaining for the third-straight week and the ninth time in the past 11 weeks Capital Market Impact July 31, 2023 economic growthinflationinterest ratesmarket commentary
Mid-year Outlook: Preparing for an Eventual Slowdown Help investors navigate economic uncertainty through the second half of the year. Capital Market Impact June 28, 2023 investing strategiesmarket commentarystock market