Markets pause following an impressive rally Equity markets paused following an impressive run, with the S&P 500® Index snapping a five-week winning streak Capital Market Impact June 26, 2023 economic growthinflationinterest ratesmarket commentary
After the recent run-up, a good time to diversify While the big tech stocks run the NASDAQ rally, valuations among other asset classes look attractive. Capital Market Impact June 14, 2023 investing strategiesmarket commentarystock market
Are We Past Market Short-termism and Into a Fundamental Rally? Equity markets continue to break out of the well-established trading range, as the strong market rally is shifting investor sentiment Capital Market Impact June 12, 2023 economic growthinflationinterest ratesmarket commentary
Risks lurk under stocks’ calm performance Returns for tech stocks have raised market indexes, but something else is happening beneath the surface. Capital Market Impact May 24, 2023 investing strategiesmarket commentarystock market
Small caps: Near-term risks vs. long-term potential A little patience may benefit small-cap investors in the long run. Capital Market Impact May 10, 2023 investing strategiesmarket commentary
Markets move sideways in search of a catalyst Equity markets were modestly lower in a volatile week, with weakness on macro concerns largely erased by a 2% rally for the S&P 500® Index on Friday Capital Market Impact May 8, 2023 economic growthinflationinterest ratesmarket 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
Equity markets calm as macro uncertainty climbs Equity markets have entered a period of relative calm, with the S&P 500® Index little changed in the first week of the second quarter Capital Market Impact April 10, 2023 economic growthinflationinterest ratesmarket commentary
Inflation’s impact on the stock market Stocks can generally act as a buffer against the long-term impacts of inflation. Capital Market Impact March 15, 2023 inflationinvesting strategiesmarket commentary
Markets pause as Fed expectations pivot Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain Capital Market Impact February 27, 2023 economic growthinflationinterest ratesmarket commentary