Fed rate hikes: Cause for pause? Fed watchers see potential for a pause in rate increases, but recent reports show the economy still runs hot. Capital Market Impact May 31, 2023 interest ratesinvesting strategiesmarket 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
Could the recent rate hike be the final increase of the year? The Federal Reserve raised interest rates at a tenth straight meeting in May in its ongoing push to return inflation to its 2% target. Capital Market Impact May 5, 2023 Economyinflationinterest rates
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
Bond markets not troubled by recession talk While yield curve data points to uncertainty, corporate bond investors find calm in solid company performance. Capital Market Impact April 26, 2023 economic growthinterest ratesinvesting strategiesmarket commentary
Markets surge despite continued uncertainty Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system Capital Market Impact April 3, 2023 economic growthinflationinterest ratesmarket commentary
What the Fed balance sheet can tell investors Understanding how the central bank faces financial crises can help investors prepare for potential instability. Capital Market Impact March 29, 2023 interest ratesinvesting strategiesmarket commentary
Market remarkably resilient given banking sector challenges Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector Capital Market Impact March 27, 2023 economic growthinflationinterest ratesmarket commentary
Market turmoil flips Fed script Just two weeks after suggesting higher rate hikes, the Fed faces a plot twist after banking turmoil. Capital Market Impact March 22, 2023 interest ratesinvesting strategiesmarket commentary
Banking system fears causes sharp bond market reaction Equity markets look to stabilize following a difficult week that saw several bank closures, resulting in the largest weekly decline since September 2022. Capital Market Impact March 14, 2023 economic growthinflationinterest ratesmarket commentary