Inflation pressures escalate on rising commodity prices Rising commodity prices due to the Russia-Ukraine conflict are likely to make the next inflation report look worse. Capital Market Impact March 9, 2022 consumer spendinginflationmarket economy
Russia’s invasion of Ukraine drives uncertainty Economic and financial market impacts of the Russian invasion Economic Commentary February 28, 2022 consumer spendingeconomic growthhousing marketinflation
Solid retail and existing home sales Very rapid retail sales growth and a solid housing market Economic Commentary February 22, 2022 consumer spendingeconomic growthhousing marketinflation
Investors’ interpretation of news has turned notably bearish Markets plummeted last week in their third weekly loss to start the year, with the S&P 500 showing its worst week in nearly two years. Capital Market Impact January 24, 2022 economic growthinflationinterest ratesmarket commentary
Fed concerns causing a cautious shift among investors Equity markets continued their sluggish start to the year, though the S&P 500® Index begins the week just 2% below the record high. Capital Market Impact January 18, 2022 economic growthinflationinterest ratesmarket commentary
Investors De-risk As Clouds Emerge Markets paused following December’s surge to record highs, as Fed and Omicron fears persist, with the S&P 500® Index losing 2% Capital Market Impact January 10, 2022 economic growthinflationinterest ratesmarket commentary
More mixed housing data imply continued supply constraints Existing home sales surprise to the upside Economic Commentary October 25, 2021 consumer spendingeconomic growthhousing marketinflation
Bulls return on earnings optimism, though challenges persist Equity markets continued to demonstrate tremendous resiliency, with a recovery from the sluggishness in September. Capital Market Impact October 18, 2021 economic growthinflationinterest ratesmarket commentary
How Has the Pandemic Impacted Inflation Inflation fears have cropped up again as the costs of many goods and services have spiked this year. Economic Commentary September 14, 2021 COVID-19economic growthhabitspandemic
Solid, but modestly slowing, economic data Weekly Review: Economic data from last week continued to show a modest deceleration from the rapid pace over the first half of 2021. Economic Commentary August 30, 2021 consumer spendingeconomic growthhousing marketinflation
