Aggressive Fed tightening weighs on asset prices Check out this quarter's insights and commentary about both the economy and the financial markets. Economic Commentary July 8, 2022 economic growthinflationmarket commentary
Rapid inflation threatens to derail the expansion as the Fed hikes sharply again The Fed announced a sharp 75 basis point rate hike at the June FOMC meeting with a similar increase likely in July, too. Economic Commentary June 30, 2022 economic growthinflationinterest ratesmarket commentary
Cycle Watch | May 2022: Economic cross-currents Amid rising interest rates and ongoing geopolitical conflict, equity markets have come under pressure. Capital Market Impact May 13, 2022 consumer spendinginflationinterest ratesinvesting strategies
Yield curve flashes a warning but path to expansion’s end has only just begun Shorter-term interest rates spiked further into April as the Fed signaled it will be aggressive with rate hikes in order to slow inflation. Economic Commentary April 22, 2022 economic growthinflationinterest ratesmarket commentary
Investors’ focus shift back to fundamentals Equity markets paused following an impressive recovery, with the S&P 500® Index losing roughly 1% for the week Capital Market Impact April 11, 2022 economic growthinflationinterest ratesmarket commentary
Quantitative tightening to ramp up quickly The minutes from the FOMC meeting in March were released last week. See their plan for lowering inflation. Economic Commentary April 11, 2022 consumer spendingeconomic growthinflationinterest rates
March Monthly Dashboard: Russian invasion of Ukraine and the start of Fed tightening cloud the outlook Russian invasion of Ukraine and the start of Fed tightening cloud the outlook Economic Commentary March 29, 2022 consumer spendingeconomic growthinflationinterest rates
The Fed starts a tightening campaign FOMC speakers signal faster pace of rate hikes Economic Commentary March 28, 2022 consumer spendingeconomic growthhousing marketinflation
February Monthly Dashboard: Growth and rapid inflation should prompt more restrictive Fed policy The impacts from the Omicron variant were less severe than expected with a strong pace of hiring and a surge in retail sales for January. Economic Commentary February 25, 2022 consumer spendingeconomic growthinflationinterest rates
Market increasingly susceptible to emotional swings Equity markets increasingly vulnerable to emotional swings Capital Market Impact February 14, 2022 economic growthinflationinterest ratesmarket commentary
