Vaccine optimism drives markets to record highs Equity markets broke out to a fresh record high on optimism surrounding a vaccine Capital Market Impact November 16, 2020 economic growthinvesting strategiesmarket commentary
Markets struggle as coronavirus cases rebound Markets are set for their first decline since March, which follows the historic seasonal pattern Capital Market Impact September 28, 2020 economic growthinvesting strategiesmarket commentary
Markets fall, investors become cautious Equity markets saw their worst week since June and the second-consecutive loss, as investor sentiment has quickly shifted Capital Market Impact September 15, 2020 economic growthinvesting strategiesmarket commentary
Fed dovishness drives markets to record highs Equity markets continued their march higher, with the S&P 500 IndexTM and the NASDAQ at record highs Capital Market Impact August 31, 2020 economic growthinvesting strategiesmarket commentary
Housing surges; a new paradigm for the Fed; new infections down Weekly Review: A downtrend in the new virus infection rate over the past month is reflected in improved high-frequency economic data. Economic Commentary August 31, 2020 consumer spendingeconomic growthhousing marketinflation
February Monthly Dashboard: Coronavirus is a wildcard for the economy and financial markets The coronavirus outbreak has increased risks for the global economy and has upset trade flows. Economic Commentary February 28, 2020 consumer spendingeconomic growthinflationinterest rates
Podcast: Hear more about October’s retail sales. (15 min) Chief Economist David Berson and Senior Economist Ben Ayers discuss recent positive data, including retail sales. Economic Commentary November 17, 2021 consumer spendingeconomic growthhousing marketinflation
Signs of Delta on both demand and supply The Delta variant of Covid has been having a growing impact on the economy over the past few months Economic Commentary September 8, 2021 consumer spendingeconomic growthhousing marketinflation
Solid, but modestly slowing, economic data Weekly Review: Economic data from last week continued to show a modest deceleration from the rapid pace over the first half of 2021. Economic Commentary August 30, 2021 consumer spendingeconomic growthhousing marketinflation
Economic growth spurts to start 2021 Weekly Review: Strong first quarter real GDP growth Economic Commentary May 3, 2021 consumer spendingeconomic growthhousing marketinflation
