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
Overall CPI down, but core inflation is up Inflation and rising interest rates are weighing on the outlook for the consumer Economic Commentary May 16, 2022 consumer spendingeconomic growthemploymentinflation
Even more Fed tightening in coming months The Fed tightened monetary policy again last week and made it clear that there was more to come. Economic Commentary May 9, 2022 economic growthinflationinterest ratesmarket commentary
Pandemic related distortions remain Since the pandemic began, economic data have been distorted, and that continued last week. Economic Commentary May 2, 2022 consumer spendingeconomic growthemploymentinflation
Weak investor sentiment drives “risk-off” approach Investors continue to aggressively shift to risk-off postures Capital Market Impact April 25, 2022 economic growthinflationinterest ratesmarket commentary
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
Mixed signals from economic data See what we learned from last week’s CPI report and other economic indicators. Economic Commentary April 19, 2022 consumer spendingeconomic growthemploymentinflation
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
Consumers take differing views on inflation Understand the impact that inflation can have on your clients’ financial plans. Economic Commentary March 11, 2022 consumer spending
