Equity market resilient in the face of banking industry pressure Equity markets delivered an impressive gain in a disruptive week that was an eerie reminder of bank selloffs during the global financial crisis Capital Market Impact March 21, 2023 economic growthinflationinterest ratesmarket commentary
Rising bond rates blunt stocks’ allure The rise in short-term Treasury rates means there’s now an alternative for income investors seeking yield. Capital Market Impact March 8, 2023 interest ratesinvesting strategiesmarket commentary
Can the stock rally withstand rising rates? Stocks soared in January as long-term rates fell. A change in this trend could spell the end of this rally. Capital Market Impact February 15, 2023 investing strategiesmarket commentary
The “January omen” for stocks Stocks started the year on a good note. Will this performance carry through the rest of the year? Capital Market Impact February 8, 2023 investing strategiesmarket commentary
Charting a course for the second half of 2023 Could the stock market rally continue? Here are the factors to look for over the next six months. Capital Market Impact July 12, 2023 investing strategiesmarket commentarystock market
Showdown this earnings season for the Magnificent 7 The biggest challenge to the dominance of the Magnificent 7 may come as investors turn their focus to earnings. Capital Market Impact April 24, 2024 earningsinvesting strategiesmarket commentaryretirement planning
Sibling rivalry between S&P 500® indexes highlights key differences in performance Equal weighting all stocks in the S&P 500® Index doesn't necessarily eliminate sector biases. Capital Market Impact March 21, 2024 investing strategiesmarket commentaryrisk managementstock market
Earnings and Inflation Data Lift S&P 500® Index to New Highs Markets Soar to New Highs on Strong Earnings and Low Inflation Capital Market Impact February 13, 2024 market commentary
S&P 500® Hits New Highs on Strong Economic and Job Data Impressive Job Gains and Economic Growth Boost S&P 500® Capital Market Impact February 6, 2024 market commentary
Podcast: The Fed’s outlook: Rate cuts, inflation, and 2024 economic predictions Hear our economists provide their analysis of the January FOMC meeting. Economic Commentary February 1, 2024 economic growthFOMCmarket commentary