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
S&P 500® Index Nears Record High as Inflation Fears Ease and Tech Leads the Way Last week, the S&P 500® Index reached a new high, led by growth, tech, and consumer stocks. Capital Market Impact January 18, 2024 market commentary
December marked another month of solid job growth and fast wage growth Growth in early 2024 might look similar to 2023, but we expect job gains and overall spending to weaken by mid-year. Economic Commentary January 17, 2024 consumer spendingeconomic growthemploymentinflation
S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong Stocks dip after 2023 surge, economy resilient, outlook mixed. Capital Market Impact January 8, 2024 equity marketslabor marketmarket commentary
Podcast: 2024 Outlook – Could a mild recession take the steam out of inflation? Hear our 2024 outlook for the economy and financial markets. Economic Commentary January 4, 2024 economic growthinflationinterest ratesmarket commentary
2024 market and economic outlook: Waiting on the inevitable 2024 might be the year when recession warnings are proven correct, although any recession should be short and mild. Capital Market Impact January 2, 2024 economic growthinterest ratesmarket commentarystock market
Cycle Watch | December 2023: The end of rate hikes nears With the economy and job growth continuing to cool, is the Federal Reserve done hiking interest rates? Capital Market Impact December 14, 2023 economic trendsinflationinterest ratesinvesting strategies
Decoding the growth-vs-value performance split Growth stocks have outperformed in 2023 thanks to large-cap tech stocks gains, but the trend isn’t the same for small-cap stocks. Capital Market Impact December 13, 2023 investing strategiesmarket commentarystock market
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
What to expect when the Fed pauses or cuts rates Market reactions to shifts in monetary policy depend primarily on the reason behind the decision. Capital Market Impact December 6, 2023 interest ratesinvesting strategiesmarket commentary