How factor investing can offer insights into market movements A look at macroeconomic and style factors can help investors understand what's driving stock market performance. Capital Market Impact September 21, 2023 investing strategiesmarket commentary
The Calm Before the October Storm Equity markets were little changed in a quiet week, continuing the sideways zig-zag pattern in which the S&P 500® Index has been since June Capital Market Impact September 18, 2023 economic growthinflationinterest ratesmarket commentary
R-star reset: What an end to low rates may mean for the market. Investors consider the consequences of a reset to the neutral rate of interest (R-star). Capital Market Impact September 7, 2023 interest ratesinvesting strategiesmarket commentary
We see a temporary period of consolidation rather than a prolonged period of pain Equity markets look to extend their bounce, as the S&P 500® Index gained for the first week in four Capital Market Impact August 28, 2023 economic growthinflationinterest ratesmarket commentary
How healthy are U.S. consumers right now? A holistic look at the latest consumer data can help us assess what’s ahead for the markets and economy. Capital Market Impact August 23, 2023 consumer spendinginflationinterest rates
Steady Market Resilience: Boring is Beautiful Equity markets continued their period of consolidation, extending the losing streak to three weeks Capital Market Impact August 22, 2023 economic growthinflationinterest ratesmarket commentary
Markets continue to rally as bear arguments fade Equity markets continued to steadily move higher, with the S&P 500® Index gaining for the third-straight week and the ninth time in the past 11 weeks Capital Market Impact July 31, 2023 economic growthinflationinterest ratesmarket commentary
Markets pause following an impressive rally Equity markets paused following an impressive run, with the S&P 500® Index snapping a five-week winning streak Capital Market Impact June 26, 2023 economic growthinflationinterest ratesmarket commentary
Investors are still pessimistic, but emotions aren’t driving the markets Equity markets broke out of an extended period of slumber, with the S&P 500® Index jumping to the best level since August Capital Market Impact May 22, 2023 economic growthinflationinterest ratesmarket commentary