Markets Shrug Off Inflation Spike Despite higher inflation and a hawkish Fed, equity markets remain stable. Capital Market Impact February 20, 2024 market commentary
Today’s market: déjà vu or something new? So far, 2024 for stocks looks like a rerun of last year, but patient investors may find opportunities in overlooked sectors. Capital Market Impact February 14, 2024 investment strategiesmarket commentarystock market
Caught in the LEI: How accurate are leading economic indicators? How reliable is the LEI as a predictor of recessions? Capital Market Impact January 31, 2024 economic growthinvesting strategiesmarket commentary
The factors behind the equity market rally Q4 GDP growth and lower inflation fuel stocks Capital Market Impact January 30, 2024 market commentary
Podcast: Dissecting GDP growth and forecasts for the US economy in 2024 Hear our economists discuss the latest GDP data, projects for the US economy, and potential recession risks. Economic Commentary January 25, 2024 economic growthGDPmarket commentary
S&P 500® Index Nears Record High as Inflation Fears Ease and Tech Leads the Way Last week, the S&P 500® Index reached a new high, led by growth, tech, and consumer stocks. Capital Market Impact January 18, 2024 market commentary
Understanding the factors that contribute to stock performance While different factors may drive stock returns occasionally, earnings growth is most important over the long term. Capital Market Impact January 18, 2024 investing strategiesmarket commentarystock market
December marked another month of solid job growth and fast wage growth Growth in early 2024 might look similar to 2023, but we expect job gains and overall spending to weaken by mid-year. Economic Commentary January 17, 2024 consumer spendingeconomic growthemploymentinflation
Can stocks pull off a repeat performance in 2024? The historical record offers investors reason for optimism about the year ahead. Capital Market Impact January 10, 2024 investing strategiesmarket commentarystock market
S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong Stocks dip after 2023 surge, economy resilient, outlook mixed. Capital Market Impact January 8, 2024 equity marketslabor marketmarket commentary