Delta variant and supply chain headwinds, but still solid forward momentum August Monthly Dashboard: The Delta variant may impact consumer behavior while shortages of labor and other inputs are slowing production. Economic Commentary August 27, 2021 consumer spendingeconomic growthinflationinterest rates
Resilient markets face headwinds to growth With elevated valuations of stocks and bonds, investors should adjust expectations for lofty returns to continue. Capital Market Impact August 17, 2021 investing strategiesmarket commentary
Markets grind higher despite signs of global slowdown Equity markets continue to grind higher, with weekly gains in six of the last eight weeks despite troubling headlines Capital Market Impact August 16, 2021 economic growthinvesting strategiesmarket commentary
5 more months of relief for student loan borrowers This is likely the last extension of the federal student loan forbearance program. Capital Market Impact August 10, 2021 investing strategiesstudent loans
The recovery has ended and the expansion begun Monthly Dashboard: The recovery has ended and the expansion begun, but faster inflation is a concern. Economic Commentary July 23, 2021 consumer spendingeconomic growthinflationinterest rates
Record high equities embed optimistic assumptions Equity markets remain remarkably resilient, with the S&P 500® Index, Dow and NASDAQ all managing to close at record highs last week despite increased volatility Capital Market Impact July 12, 2021 economic growthinvesting strategiesmarket commentary
Markets at record levels as individuals are aggressively buying equities Equity markets continue to break out from the recent trading range Capital Market Impact July 6, 2021 economic growthinvesting strategiesmarket commentary
Markets surge to record highs as Fed fears ease The S&P 500 and S&P Goldman Sachs Commodity Index are both on pace for their fifth-straight 5% quarterly gain For first time in at least 50 years. Capital Market Impact June 28, 2021 economic growthinvesting strategiesmarket commentary
Markets seek to break out of tight range as volatility fades Equity markets look to break out of the recent trading pattern Capital Market Impact June 7, 2021 economic growthinvesting strategiesmarket commentary
Is central bank support coming to an end? The long-term market reaction to the last “taper tantrum” wasn’t extreme. Capital Market Impact June 2, 2021 interest ratesinvesting strategies
