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
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
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
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
Good News is Bad News: Encouraging Macro Economic Data is a Risk for the Market Equity markets look to continue their strong start to the year that has seen the S&P 500® Index advance in four of the five weeks of 2023. Capital Market Impact February 6, 2023 economic growthinflationinterest ratesmarket commentary
Rally continues as investors hope for a soft landing Equity markets continued their impressive start to the year on growing hopes for a soft landing, gaining in four of the five weeks. Capital Market Impact January 30, 2023 economic growthinflationinterest ratesmarket commentary
Fed pause on interest rates may reward patient investors Historical data shows a correlation between long waits for Fed rate cuts and better stock market returns. Capital Market Impact May 8, 2024
Market Bulls Charge Ahead as S&P 500® Index soars Senate Keeps the Lights on Amid Market Rally Capital Market Impact March 5, 2024 market commentary