Podcast: AI’s impact on productivity and the economy How could advancements in AI impact the economy? Economic Commentary November 29, 2023 economic growthinflationinterest ratesmarket commentary
Shutdown delayed, but investors remain uneasy While legislators deferred the latest shutdown drama for a few months, investors face uncertainty. Capital Market Impact November 21, 2023 investing strategiesmarket commentary
Consumer slowdown comes into better focus We expect weaker, albeit positive, growth in the fourth quarter, but the odds of a recession in 2024 remain elevated. Economic Commentary November 14, 2023 consumer spendingeconomic growthemploymentinflation
The Market’s Megaphone Message for the Fed Equity markets were mixed this week, with the S&P 500® Index managing a gain for the second week Capital Market Impact November 13, 2023 economic growthinflationinterest ratesmarket commentary
Podcast: A blowout third quarter for the economy How does the strong GDP report alter our outlook for a recession in 2024? Economic Commentary November 1, 2023 economic growthinflationinterest ratesmarket commentary
Rising interest rates dampen the outlook The Fed’s hints at a higher-for-longer interest rate path due to lingering inflation pressures. Economic Commentary October 17, 2023 consumer spendingeconomic growthemploymentinflation
Prepare clients now for an emotional election year As emotions rise around the election season, help clients stay focused on the fundamental drivers of market performance. Capital Market Impact October 13, 2023 investing strategiesmarket commentarystock market
Will geopolitical risk stall a fourth-quarter rally? Equity markets managed to finish the first week of the fourth quarter in positive territory Capital Market Impact October 9, 2023
Stock investors shouldn’t fear a government shutdown While legislators deferred the latest shutdown drama for a few weeks, investors face uncertainty. Capital Market Impact October 4, 2023 economic growthinvesting strategiesmarket commentarystock market
Markets stabilize as seasonal headwinds shift to tailwinds Equity markets have stabilized following a difficult two-month stretch that saw the S&P 500® Index fall by nearly 7% Capital Market Impact October 2, 2023 economic growthinflationinterest ratesmarket commentary