March Monthly Dashboard: Russian invasion of Ukraine and the start of Fed tightening cloud the outlook Russian invasion of Ukraine and the start of Fed tightening cloud the outlook Economic Commentary March 29, 2022 consumer spendingeconomic growthinflationinterest rates
Podcast: Will there be a post-Omicron economic boost? (17 min) Our outlook on the post-Omicron economy and what sectors will benefit the most. Economic Commentary March 28, 2022 consumer spendingeconomic growthinflationinterest rates
The Fed starts a tightening campaign FOMC speakers signal faster pace of rate hikes Economic Commentary March 28, 2022 consumer spendingeconomic growthhousing marketinflation
Is the Fed behind the curve in raising interest rates? Many market observers are questioning whether the Fed is late in adjusting monetary policy. Capital Market Impact March 23, 2022 consumer spendinginflationmarket commentary
Market rebound reflect interested, yet nervous, investors Equity markets staged an impressive rebound, delivering the best week since November 2020 Capital Market Impact March 21, 2022 economic growthinflationinterest ratesmarket commentary
Podcast: The Fed begins to tighten: Prelude to a recession? (19 min) Chief Economist David Berson and Deputy Chief Economist Bryan Jordan provide their perspectives on the Fed’s actions Economic Commentary March 17, 2022 consumer spendingeconomic growthinflationinterest rates
Cycle Watch | March 2022: War fogs the outlook Geopolitical conflicts add to near-term volatility, but historically, it’s been short-lived. Capital Market Impact March 15, 2022 consumer spendinginflationmarket commentary
Strong employment report cements Fed move Workers pile into the labor market Economic Commentary March 7, 2022 consumer spendingeconomic growthhousing marketinflation
Commodity pressures next hurdle for markets Investors flocked to safety, with gold and the U.S. dollar both hitting fresh 52-week highs Capital Market Impact March 7, 2022 economic growthinterest ratesmarket commentary
Podcast: Booming job growth reflects considerable momentum (14 min) Hear our perspectives on the improving labor market and our economic outlook for the months ahead (14 min) Economic Commentary March 7, 2022 economic growthinflationinterest ratesmarket commentary