The Fed starts a tightening campaign FOMC speakers signal faster pace of rate hikes Economic Commentary March 28, 2022 consumer spendingeconomic growthhousing marketinflation
Market rebound reflect interested, yet nervous, investors Equity markets staged an impressive rebound, delivering the best week since November 2020 Capital Market Impact March 21, 2022 economic growthinflationinterest ratesmarket commentary
Podcast: The Fed begins to tighten: Prelude to a recession? (19 min) Chief Economist David Berson and Deputy Chief Economist Bryan Jordan provide their perspectives on the Fed’s actions Economic Commentary March 17, 2022 consumer spendingeconomic growthinflationinterest rates
Cycle Watch | March 2022: War fogs the outlook Geopolitical conflicts add to near-term volatility, but historically, it’s been short-lived. Capital Market Impact March 15, 2022 consumer spendinginflationmarket commentary
Strong employment report cements Fed move Workers pile into the labor market Economic Commentary March 7, 2022 consumer spendingeconomic growthhousing marketinflation
Commodity pressures next hurdle for markets Investors flocked to safety, with gold and the U.S. dollar both hitting fresh 52-week highs Capital Market Impact March 7, 2022 economic growthinterest ratesmarket commentary
Podcast: Booming job growth reflects considerable momentum (14 min) Hear our perspectives on the improving labor market and our economic outlook for the months ahead (14 min) Economic Commentary March 7, 2022 economic growthinflationinterest ratesmarket commentary
Powell injects a note of caution Fed Chair Powell said yesterday that he supports a rate hike in March and expects further increases over the year. Daily Economic Commentary March 4, 2022
Markets react to risks of rising global conflict Geopolitical events can rattle markets in the short term but historically have had less of a long-term impact on returns. Capital Market Impact March 2, 2022
Bond investors get emotional Interest rate spikes and widening spreads have upped the level of fear in the bond market. Capital Market Impact February 16, 2022 income planninginterest ratesinvesting strategiesmarket commentary
