Cycle Watch | August 2023 Growth on track despite headwinds The U.S. job market added fewer jobs than expected in July, continuing its recent monthly trend of slower growth. Capital Market Impact August 21, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | July 2023 Recession still on hold Despite fears of a possible recession, surprisingly strong economic data further delays any likelihood of one. Capital Market Impact July 14, 2023 economic growthinflationinterest ratesinvesting strategies
Equity markets break out on technical and fundamental strength Equity markets broke out of the recent trading range, with the S&P 500® Index at the best level since August following the third-straight weekly gain Capital Market Impact June 5, 2023 economic growthinflationinterest ratesmarket commentary
Investors are still pessimistic, but emotions aren’t driving the markets Equity markets broke out of an extended period of slumber, with the S&P 500® Index jumping to the best level since August Capital Market Impact May 22, 2023 economic growthinflationinterest ratesmarket commentary
How long can consumers continue to support economic growth? Recent economic reports may lead investors to question the prevailing narrative of the resilient U.S. consumer. Capital Market Impact June 12, 2024 consumer spendingeconomic growthinterest ratesinvesting strategies
S&P 500® Index shrugs off earnings and rate fears, hits record Stocks rally to new peak despite weak earnings and hawkish Fed. Capital Market Impact January 23, 2024 market commentary
Market Stabilization Through Year’s End: A Goldilocks Approach The S&P 500® Index looks to extend the winning streak to five weeks. Capital Market Impact November 27, 2023 economic growthinflationinterest ratesmarket commentary
Summer slump for stocks may come as no surprise August and September have historically been among the weakest months for stock returns. Capital Market Impact August 9, 2023 investing strategiesmarket commentarystock market