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
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
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
Markets move sideways in search of a catalyst Equity markets were modestly lower in a volatile week, with weakness on macro concerns largely erased by a 2% rally for the S&P 500® Index on Friday Capital Market Impact May 8, 2023 economic growthinflationinterest ratesmarket commentary
Markets resilient in face of slowing fundamentals Equity markets continue to march slowly higher despite weakening fundamental data, with the S&P 500® Index gaining in five of seven weeks Capital Market Impact May 1, 2023 economic growthinflationinterest ratesmarket commentary
Markets calm heading into critical earnings season The equity market rally remains in effect, with the S&P 500® Index gaining in four of the past five weeks. Capital Market Impact April 17, 2023 economic growthinflationinterest ratesmarket 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
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
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
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