Markets rebound following a difficult three-month stretch Equity markets staged an impressive rally following a difficult three-month period, with the S&P 500® Index delivering the best week in nearly a year Capital Market Impact November 6, 2023 economic growthinflationinterest ratesmarket commentary
Investors should watch for margin pressures as labor negotiations heat up The unusual period of calm continues for the equity market, with the S&P 500® Index falling for the fourth time in six weeks Capital Market Impact September 11, 2023 economic growthinflationinterest ratesmarket commentary
R-star reset: What an end to low rates may mean for the market. Investors consider the consequences of a reset to the neutral rate of interest (R-star). Capital Market Impact September 7, 2023 interest ratesinvesting strategiesmarket commentary
Steady Market Resilience: Boring is Beautiful Equity markets continued their period of consolidation, extending the losing streak to three weeks Capital Market Impact August 22, 2023 economic growthinflationinterest ratesmarket commentary
Markets pause despite increased calls for a soft landing Equity markets look to rebound following the first decline in four weeks and just the third negative week in the previous 12 Capital Market Impact August 8, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | June 2023 Jobs market keeps recession at bay The May jobs report offered more evidence that the economy is still far from a recession. Capital Market Impact June 15, 2023 economic growthinflationinterest ratesinvesting strategies
Equity markets break out on technical and fundamental strength Equity markets broke out of the recent trading range, with the S&P 500® Index at the best level since August following the third-straight weekly gain Capital Market Impact June 5, 2023 economic growthinflationinterest ratesmarket commentary
Markets move sideways in search of a catalyst Equity markets were modestly lower in a volatile week, with weakness on macro concerns largely erased by a 2% rally for the S&P 500® Index on Friday Capital Market Impact May 8, 2023 economic growthinflationinterest ratesmarket commentary
Equity markets calm as macro uncertainty climbs Equity markets have entered a period of relative calm, with the S&P 500® Index little changed in the first week of the second quarter Capital Market Impact April 10, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | February 2024: Economy is gaining speed in 2024 Inflation has slowed significantly but remains above the Fed’s 2% target. Capital Market Impact February 29, 2024 economic trendsinflationinterest ratesinvesting strategies