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
Reading financial conditions and what they say about the economy Insights on financial conditions can help investors understand the impact of Fed policy on the economy. Capital Market Impact November 8, 2023 economic growthinterest ratesinvesting strategiesmarket 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
How to help investors when geopolitical risks arise Whenever tension on the global stage rises, so does the potential for stock market volatility. Capital Market Impact October 17, 2023 investing strategiesmarket commentarystock market
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
What to Watch This Week: Geopolitical Tensions, a Strong Start to Earnings Season, and the Strength of the Global Consumer Markets continued to recover from the rough two-month stretch, with the S&P 500® Index delivering a modest gain for the second straight week Capital Market Impact October 16, 2023 economic growthinflationinterest ratesmarket commentary
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
Inflation trends should keep Fed hawkish: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary October 3, 2023 consumer spendingeconomic growthemploymentinflation