Inflation fears are an increasing challenge to equity markets Equity markets have entered a choppy period, with the S&P 500® Index unchanged since mid-April Capital Market Impact May 17, 2021 economic growthinvesting strategiesmarket commentary
Fed flags financial stability risks The Federal Reserve's latest Financial Stability Report warned of the risks associated with elevated asset values. Daily Economic Commentary May 11, 2021 market commentary
Bank lending standards continue to ease Bank lending standards eased on balance for the first time in nearly two years over the last three months. Daily Economic Commentary May 6, 2021 market commentary
Retiring workers push pension allocation changes A shift to fixed income could impact total return assumptions. Capital Market Impact May 5, 2021 market commentaryPensionsretirement planning
Markets stall as the calendar shifts to May The rally in equity markets stalled following the impressive rally to record highs Capital Market Impact May 3, 2021 economic growthinvesting strategiesmarket commentary
Booming recovery still gaining momentum Real GDP for the first quarter rose by 6.4 percent on the back of big increases in personal consumption and capex. Daily Economic Commentary April 30, 2021 market commentary
Strong earnings not driving stock rallies The current backdrop for equities remains supportive, but there is an increasing tug of war between optimists and pessimists Capital Market Impact April 26, 2021 economic growthinvesting strategiesmarket commentary
Ready or not, here comes the boom The expected post-pandemic boom in activity has begun as many key growth drivers surged in March. Economic Commentary April 23, 2021 consumer spendingeconomic growthinflationinterest rates
Markets at record highs as earnings surprise to the upside Equity markets are in a four-week winning streak that drove the S&P 500® Index to a record high. Capital Market Impact April 19, 2021 economic growthinvesting strategiesmarket commentary
Reopening momentum drives markets to record highs A record 95% of the S&P 500® Index is above the 200-day moving average Capital Market Impact April 12, 2021 economic growthinvesting strategiesmarket commentary
