Markets pause on investor confusion Equity markets remain modestly higher for the year, though the lack of decisive movement reflects investors’ uncertainty. Capital Market Impact January 23, 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
Richcession? Rolling recession? What to expect for the economy going forward Recession worries can affect investor sentiment. Here’s how to clarify what to expect from the economy in the future. Capital Market Impact September 13, 2023 consumer spendingeconomic commentaryeconomic growthinflation
Markets stand firm amid inflation challenges and earnings surprises Navigating challenges with steadfast resolve Capital Market Impact May 6, 2024 market commentary
Jobs Up, S&P 500® Index Down Market cools as S&P 500 slips; robust employment meets inflation anticipation. Capital Market Impact April 8, 2024 market commentary
Equity markets surge in Q1 Inflation moderates, earnings growth expected. Capital Market Impact April 2, 2024 market commentary
Markets Dip, Inflation Rises: The Uneven Path Markets Dip, Inflation Rises: The Uneven Path Capital Market Impact March 19, 2024 market commentary
Market Bulls Charge Ahead as S&P 500® Index soars Senate Keeps the Lights on Amid Market Rally Capital Market Impact March 5, 2024 market 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
Markets Shrug Off Inflation Spike Despite higher inflation and a hawkish Fed, equity markets remain stable. Capital Market Impact February 20, 2024 market commentary