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  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 growth
  • inflation
  • interest rates
  • market commentary
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  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 spending
  • economic growth
  • inflation
  • interest rates
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  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 spending
  • economic growth
  • inflation
  • interest rates
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  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 growth
  • inflation
  • interest rates
  • market commentary
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  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 growth
  • investing strategies
  • market commentary
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  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 strategies
  • market commentary
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  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 growth
  • investing strategies
  • market commentary
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  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 strategies
  • market commentary
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  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 growth
  • investing strategies
  • market commentary
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  Fresh stimulus pushes federal deficit higher

  Higher deficits could crowd out the federal budget

  Capital Market Impact March 16, 2021

  • interest rates
  • investing strategies