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
Podcast: 2024 Outlook – Could a mild recession take the steam out of inflation? Hear our 2024 outlook for the economy and financial markets. Economic Commentary January 4, 2024 economic growthinflationinterest ratesmarket commentary
2024 market and economic outlook: Waiting on the inevitable 2024 might be the year when recession warnings are proven correct, although any recession should be short and mild. Capital Market Impact January 2, 2024 economic growthinterest ratesmarket commentarystock market
Cycle Watch | December 2023: The end of rate hikes nears With the economy and job growth continuing to cool, is the Federal Reserve done hiking interest rates? Capital Market Impact December 14, 2023 economic trendsinflationinterest ratesinvesting strategies
Decoding the growth-vs-value performance split Growth stocks have outperformed in 2023 thanks to large-cap tech stocks gains, but the trend isn’t the same for small-cap stocks. Capital Market Impact December 13, 2023 investing strategiesmarket commentarystock market
Recent data point to deteriorating growth We expect slower growth in the fourth quarter of 2023 and the risk of a recession in 2024 remains elevated. Economic Commentary December 12, 2023 consumer spendingeconomic growthemploymentinflation
S&P 500 extends rally amid mixed markets and data S&P 500 gains amid mixed data, sentiment, and positioning. Capital Market Impact December 12, 2023 equity marketsinvestor sentimentmarket commentary
What to expect when the Fed pauses or cuts rates Market reactions to shifts in monetary policy depend primarily on the reason behind the decision. Capital Market Impact December 6, 2023 interest ratesinvesting strategiesmarket commentary
Help business-owner clients improve employee benefits in an uncertain environment As a financial professional, now is a great time to be talking with business-owner clients about adding policies such as corporate-owned life insurance (COLI) into their financial plans. Business Growth December 5, 2023 business solutionsemployee retention
Shutdown delayed, but investors remain uneasy While legislators deferred the latest shutdown drama for a few months, investors face uncertainty. Capital Market Impact November 21, 2023 investing strategiesmarket commentary