Financials to kick off earnings season Fourth quarter earnings season gets underway this week, with the banks again in the leadoff position. Daily Economic Commentary January 12, 2021 market commentary
Stimulus spending pushes government debt to record highs A rise in interest rates may worsen the debt picture. Capital Market Impact October 28, 2020 interest ratesinvesting strategiesmarket commentary
Equity markets pause, but remain near record highs Equity markets took a breather following a five-week winning streak that saw 11 record closes for the S&P 500® Index Capital Market Impact November 15, 2021 economic growthinflationinterest ratesmarket commentary
Signs of market turbulence ahead Stock investors have reasons for optimism, but should be aware of increasing headwinds. Capital Market Impact November 3, 2021 investing strategiesmarket commentary
October Monthly Dashboard: Supply chain constraints crimping expansion Supply chain constraints crimping the expansion, but they should fade over the next year Economic Commentary October 29, 2021 consumer spendingeconomic growthinflationinterest rates
Will tapering tame the market? Equity markets have thrived on “easy money”. What will happen when the Fed pulls back on liquidity? Capital Market Impact October 27, 2021 investing strategies
Markets at record levels despite persistent inflation pressure Equity markets have staged another impressive recovery, with the S&P 500® Index breaking out to a fresh record high Capital Market Impact October 25, 2021 economic growthinflationinterest ratesmarket commentary
End of an era for equities and bonds? Traditional 60/40 portfolios have done well since the financial crisis, but investors may need new strategies. Capital Market Impact October 21, 2021 investing strategiesmarket commentary
Cycle Watch October 2021: U.S. economy braces for headwinds After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact October 18, 2021 cycle watchmarket commentary
The latest market concerns for investors Equity markets recovered last week, as a temporary debt ceiling deal removed the disaster scenario of a U.S. default out of investors’ minds. Capital Market Impact October 11, 2021 economic growthinflationinterest ratesmarket commentary
