Investors are still pessimistic, but emotions aren’t driving the markets Equity markets broke out of an extended period of slumber, with the S&P 500® Index jumping to the best level since August Capital Market Impact May 22, 2023 economic growthinflationinterest ratesmarket commentary
Focus on the long term to counter the bull-bear split The stock market’s narrow trading range suggests a split between bulls and bears and between the market and economy. Capital Market Impact May 18, 2023 interest ratesinvesting strategiesmarket commentary
Is this the “calm before the storm” for equities? Capital markets continue their surprising period of calm, a sharp contrast to the elevated volatility experienced since the onset of the pandemic Capital Market Impact May 15, 2023 economic growthinflationinterest ratesmarket 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
What comes after the Fed pauses rate hikes? Economists, investors and individuals have different expectations for the Fed’s next steps. Capital Market Impact May 4, 2023 economic growthinflationinterest ratesinvesting strategies
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
Markets calm heading into critical earnings season The equity market rally remains in effect, with the S&P 500® Index gaining in four of the past five weeks. Capital Market Impact April 17, 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