Rapid inflation threatens to derail the expansion as the Fed hikes sharply again The Fed announced a sharp 75 basis point rate hike at the June FOMC meeting with a similar increase likely in July, too. Economic Commentary June 30, 2022 economic growthinflationinterest ratesmarket commentary
March Monthly Dashboard: Russian invasion of Ukraine and the start of Fed tightening cloud the outlook Russian invasion of Ukraine and the start of Fed tightening cloud the outlook Economic Commentary March 29, 2022 consumer spendingeconomic growthinflationinterest rates
February Monthly Dashboard: Growth and rapid inflation should prompt more restrictive Fed policy The impacts from the Omicron variant were less severe than expected with a strong pace of hiring and a surge in retail sales for January. Economic Commentary February 25, 2022 consumer spendingeconomic growthinflationinterest rates
Are markets setting up for year-end rally? Equity markets were mixed last week, with strength in a handful of technology names allowing a modest gain for the S&P 500® Index Capital Market Impact November 22, 2021 economic growthinflationinterest ratesmarket commentary
Inflation concerns continue to weigh on equity and bond markets The tone of equity markets as shifted from optimistic to skeptical, with the S&P 500® Index breaking a seven-month winning streak Capital Market Impact October 5, 2021 economic growthinvesting strategiesmarket commentary
Insights in Action: Risks on the Radar Uncertainty is rising about the Federal Reserve and future Congressional battles. Capital Market Impact August 19, 2021 investing strategiesmarket commentary
Markets pause on a rebound in cases Equity markets have paused following an impressive run to record levels Capital Market Impact July 19, 2021 economic growthinvesting strategiesmarket commentary
How long could the current rally run? Inflation and interest rates are the primary risks to the stock market. Capital Market Impact July 7, 2021 investing strategiesmarket commentary
The S&P 500 hits record high despite surging inflation S&P 500® Index begins the month at a fresh record high after being stuck in a narrow trading pattern for two months Capital Market Impact June 14, 2021 economic growthinvesting strategiesmarket commentary
Fresh stimulus pushes federal deficit higher Higher deficits could crowd out the federal budget Capital Market Impact March 16, 2021 interest ratesinvesting strategies