Markets pause as Fed expectations pivot Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain Capital Market Impact February 27, 2023 economic growthinflationinterest ratesmarket commentary
Immaculate disinflation: A long way to lower inflation Sticky inflation may dash investor hopes for a quick Federal Reserve rate policy reversal. Capital Market Impact February 22, 2023 deflationimmaculate disinflationinflationinvesting strategies
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
Markets pause as geopolitical tensions rise Investors look for a rebound in equities following the second weekly decline of the year, as bulls and bears debate the path forward for markets. Capital Market Impact February 13, 2023 economic growthinflationinterest ratesmarket commentary
The “January omen” for stocks Stocks started the year on a good note. Will this performance carry through the rest of the year? Capital Market Impact February 8, 2023 investing strategiesmarket commentary
Markets pause on investor confusion Equity markets remain modestly higher for the year, though the lack of decisive movement reflects investors’ uncertainty. Capital Market Impact January 23, 2023 economic growthinflationinterest ratesmarket commentary