Understanding the factors that contribute to stock performance While different factors may drive stock returns occasionally, earnings growth is most important over the long term. Capital Market Impact January 18, 2024 investing strategiesmarket commentarystock market
Podcast: Exploring December’s CPI report: A forecast into inflation trends Our team will delve into the intricacies of the December CPI report and shed light on our inflation forecast for the upcoming year. Economic Commentary January 15, 2024 economic growthinflationmarket commentary
Can stocks pull off a repeat performance in 2024? The historical record offers investors reason for optimism about the year ahead. Capital Market Impact January 10, 2024 investing strategiesmarket commentarystock market
Dow hits record high amid encouraging inflation data and dovish FOMC shift Equity markets continue to rise, with the Dow hitting a new record high. Investors buoyed by encouraging inflation data and dovish FOMC shift. Capital Market Impact December 18, 2023 equity marketsinvestor sentimentmarket 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
What to expect when the Fed pauses or cuts rates Market reactions to shifts in monetary policy depend primarily on the reason behind the decision. Capital Market Impact December 6, 2023 interest ratesinvesting strategiesmarket commentary
The Market’s Megaphone Message for the Fed Equity markets were mixed this week, with the S&P 500® Index managing a gain for the second week Capital Market Impact November 13, 2023 economic growthinflationinterest ratesmarket commentary
Reading financial conditions and what they say about the economy Insights on financial conditions can help investors understand the impact of Fed policy on the economy. Capital Market Impact November 8, 2023 economic growthinterest ratesinvesting strategiesmarket commentary
Hopeful homebuyers feel the affordability squeeze The housing market adjusts to rising mortgage rates, high prices, and low inventory. Capital Market Impact November 2, 2023 housing marketinflationinvesting strategiesmarket 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