Cycle Watch: January 2021 – Stimulus returns Renewed fiscal stimulus and increasing vaccine availability should help the economic recovery resume. Capital Market Impact January 12, 2021 economic growthinflationinvesting strategiesmarket commentary
Cycle Watch: December 2020 – Post election progress Positive economic growth numbers suggest the COVID-19 recession may be the most severe and the shortest recession in the post-WWII period Capital Market Impact December 15, 2020 economic growthinflationinvesting strategiesmarket commentary
Cycle Watch: November 2020 – Recovery downshift Policy support for the recovery has become more mixed in recent months. While the Fed has promised to maintain a highly accommodative monetary policy for some time, further fiscal stimulus is on hold until after the November elections Capital Market Impact November 10, 2020 economic growthinflationinvesting strategiesmarket commentary
Better watch out for the “Santa Claus rally” Believers in the trend of December gains check their lists to see what’s naughty and nice for stock investors. Capital Market Impact December 14, 2022 investing strategiesmarket commentary
Watch: Insights on the upcoming midterms Help your clients stay informed and focused before the upcoming election. Capital Market Impact October 20, 2022 economic growthinvesting strategiesmarket commentarymidterm elections
Labor demand remains unbent by higher rates: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary January 9, 2023 consumer spendingeconomic growthemploymentinflation
Risk assets turn higher, but risks remain sizeable Check out this quarter's insights and commentary about both the economy and the financial markets. Economic Commentary January 5, 2023 economic growthinflationinterest ratesmarket commentary
Slower momentum entering the new year: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary January 3, 2023 consumer spendingeconomic growthemploymentinflation
Bulls seek to gain control as midterms approach Equity markets will try to reestablish positive momentum following a decline last week, as investors prepare for a CPI reading and mid-term elections Capital Market Impact November 7, 2022 economic growthinflationinterest ratesmarket commentary
Manage client expectations through the midterms Impacts of elections on the markets and economy Capital Market Impact October 25, 2022 election cycleinvesting strategiesmarket commentary
