Cycle Watch | May 2023 Growth slows but no recession yet The economy added 253,000 jobs in April, beating expectations in the face of rising interest rates. Capital Market Impact May 16, 2023 inflationinterest ratesinvesting strategieslabor market
Cycle Watch | April 2023 Market stress raises recession worries Inflation cooled to 5% in March, but the Fed is still likely to raise its policy rate again in May. Capital Market Impact April 13, 2023 inflationinterest ratesinvesting strategiesmarket commentary
Cycle Watch | March 2023 Economy too hot for the Fed Employers added a solid 311,000 jobs in February, keeping pressure on the Federal Reserve to fight inflation. Capital Market Impact March 14, 2023 economic growthinflationinterest ratesinvesting strategies
Cycle Watch | February 2023: Economic activity weakens The Federal Reserve, with inflation cooling, announced a smaller rate hike for a second straight time. Capital Market Impact February 10, 2023 consumer spendingeconomic growthinflationinterest rates
Equity markets surge in Q1 Inflation moderates, earnings growth expected. Capital Market Impact April 2, 2024 market commentary
Markets Dip, Inflation Rises: The Uneven Path Markets Dip, Inflation Rises: The Uneven Path Capital Market Impact March 19, 2024 market commentary
Market Bulls Charge Ahead as S&P 500® Index soars Senate Keeps the Lights on Amid Market Rally Capital Market Impact March 5, 2024 market commentary
Markets Shrug Off Inflation Spike Despite higher inflation and a hawkish Fed, equity markets remain stable. Capital Market Impact February 20, 2024 market commentary
S&P 500® Index shrugs off earnings and rate fears, hits record Stocks rally to new peak despite weak earnings and hawkish Fed. Capital Market Impact January 23, 2024 market commentary
Shutdown delayed, but investors remain uneasy While legislators deferred the latest shutdown drama for a few months, investors face uncertainty. Capital Market Impact November 21, 2023 investing strategiesmarket commentary