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
Fed concerns causing a cautious shift among investors Equity markets continued their sluggish start to the year, though the S&P 500® Index begins the week just 2% below the record high. Capital Market Impact January 18, 2022 economic growthinflationinterest ratesmarket commentary
Investors De-risk As Clouds Emerge Markets paused following December’s surge to record highs, as Fed and Omicron fears persist, with the S&P 500® Index losing 2% Capital Market Impact January 10, 2022 economic growthinflationinterest ratesmarket commentary
The buy-the-dip mentality drives markets to record highs Equity markets continue to benefit from investors’ buy-the-dip mentality, as the S&P 500® Index saw its second-best week of the year last week. Capital Market Impact December 13, 2021 economic growthinflationinterest ratesmarket commentary
Are markets setting up for year-end rally? Equity markets were mixed last week, with strength in a handful of technology names allowing a modest gain for the S&P 500® Index Capital Market Impact November 22, 2021 economic growthinflationinterest ratesmarket commentary
Inflation concerns continue to weigh on equity and bond markets The tone of equity markets as shifted from optimistic to skeptical, with the S&P 500® Index breaking a seven-month winning streak Capital Market Impact October 5, 2021 economic growthinvesting strategiesmarket commentary
Insights in Action: Risks on the Radar Uncertainty is rising about the Federal Reserve and future Congressional battles. Capital Market Impact August 19, 2021 investing strategiesmarket commentary
Markets pause on a rebound in cases Equity markets have paused following an impressive run to record levels Capital Market Impact July 19, 2021 economic growthinvesting strategiesmarket commentary
