Today’s market: déjà vu or something new? So far, 2024 for stocks looks like a rerun of last year, but patient investors may find opportunities in overlooked sectors. Capital Market Impact February 14, 2024 investment strategiesmarket commentarystock market
Earnings and Inflation Data Lift S&P 500® Index to New Highs Markets Soar to New Highs on Strong Earnings and Low Inflation Capital Market Impact February 13, 2024 market commentary
The factors behind the equity market rally Q4 GDP growth and lower inflation fuel stocks Capital Market Impact January 30, 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
S&P 500® Index Nears Record High as Inflation Fears Ease and Tech Leads the Way Last week, the S&P 500® Index reached a new high, led by growth, tech, and consumer stocks. Capital Market Impact January 18, 2024 market commentary
S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong Stocks dip after 2023 surge, economy resilient, outlook mixed. Capital Market Impact January 8, 2024 equity marketslabor marketmarket commentary
S&P 500 extends rally amid mixed markets and data S&P 500 gains amid mixed data, sentiment, and positioning. Capital Market Impact December 12, 2023 equity marketsinvestor sentimentmarket commentary
What to expect when the Fed pauses or cuts rates Market reactions to shifts in monetary policy depend primarily on the reason behind the decision. Capital Market Impact December 6, 2023 interest ratesinvesting strategiesmarket commentary
Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November The equity markets soared to a year-high as inflation data eased fears of a hard landing, while the Fed remained hawkish despite market expectations of rate cuts. Capital Market Impact December 4, 2023 market commentary
Podcast: AI’s impact on productivity and the economy How could advancements in AI impact the economy? Economic Commentary November 29, 2023 economic growthinflationinterest ratesmarket commentary