A higher cost of capital could disrupt stocks Investors should focus on quality companies as interest rates rise and increase debt servicing costs. Capital Market Impact June 7, 2023 interest 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
Is Big Tech’s dominance over? Surging tech stocks drove returns during the pandemic, but rising interest rates may pressure their earnings. Capital Market Impact February 1, 2023 market commentaryretirement planning
Core inflation rises to new peak and retail sales have flatlined Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary October 17, 2022 consumer spendingeconomic growthemploymentinterest rates
Even reliable market indicators have their limitations It’s been nearly two years since the yield curve inverted, and still no recession, testing this once-reliable indicator. Capital Market Impact March 28, 2024 investing strategiesmarket commentaryrecessionstock market
Fixed income opportunities in 2024 Despite potential market volatility on the horizon, fixed income presents opportunities. Capital Market Impact March 21, 2024 investing strategiesmarket commentary
Markets Dip, Inflation Rises: The Uneven Path Markets Dip, Inflation Rises: The Uneven Path Capital Market Impact March 19, 2024 market commentary
Economic resilience presents a paradox for investors Early signs of a cyclical recovery could complicate investor expectations for Federal Reserve rate changes. Capital Market Impact March 6, 2024 economic growthFederal Reserveinterest ratesinvesting strategies
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
Cycle Watch | February 2024: Economy is gaining speed in 2024 Inflation has slowed significantly but remains above the Fed’s 2% target. Capital Market Impact February 29, 2024 economic trendsinflationinterest ratesinvesting strategies