Fed rate hikes: Cause for pause? Fed watchers see potential for a pause in rate increases, but recent reports show the economy still runs hot. Capital Market Impact May 31, 2023 interest ratesinvesting strategiesmarket commentary
Markets resilient in face of slowing fundamentals Equity markets continue to march slowly higher despite weakening fundamental data, with the S&P 500® Index gaining in five of seven weeks Capital Market Impact May 1, 2023 economic growthinflationinterest ratesmarket commentary
Markets surge despite continued uncertainty Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system Capital Market Impact April 3, 2023 economic growthinflationinterest ratesmarket commentary
Indicators suggest economy is still running hot: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary February 20, 2023 consumer spendingeconomic growthemploymentinflation
Markets Dip, Inflation Rises: The Uneven Path Markets Dip, Inflation Rises: The Uneven Path Capital Market Impact March 19, 2024 market commentary
Podcast: February CPI analysis—Inflation trends and Fed actions Gain insights on the February CPI report, inflation trends, and how this could impact potential rate cuts this year. Economic Commentary March 14, 2024 economic growthinflationinterest ratesmarket commentary
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
Dow hits record high amid encouraging inflation data and dovish FOMC shift Equity markets continue to rise, with the Dow hitting a new record high. Investors buoyed by encouraging inflation data and dovish FOMC shift. Capital Market Impact December 18, 2023 equity marketsinvestor sentimentmarket commentary
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