How long could the current rally run? Inflation and interest rates are the primary risks to the stock market. Capital Market Impact July 7, 2021 investing strategiesmarket commentary
The S&P 500 hits record high despite surging inflation S&P 500® Index begins the month at a fresh record high after being stuck in a narrow trading pattern for two months Capital Market Impact June 14, 2021 economic growthinvesting strategiesmarket commentary
Fresh stimulus pushes federal deficit higher Higher deficits could crowd out the federal budget Capital Market Impact March 16, 2021 interest ratesinvesting strategies
Manufacturing remains robust even as price pressures intensify The ISM manufacturing index came in ahead of consensus expectations for February. Daily Economic Commentary March 2, 2021 market commentary
Ongoing rally fuels bubble fears The ongoing rally in stock prices is fueling increasing concerns that a bubble may be developing. Daily Economic Commentary January 26, 2021 market commentary
Financials to kick off earnings season Fourth quarter earnings season gets underway this week, with the banks again in the leadoff position. Daily Economic Commentary January 12, 2021 market commentary
Stimulus spending pushes government debt to record highs A rise in interest rates may worsen the debt picture. Capital Market Impact October 28, 2020 interest ratesinvesting strategiesmarket commentary
The Fed ramps up tightening again The FOMC lifted the federal funds target by 75 basis points yesterday, the largest increase since 1994. Daily Economic Commentary June 16, 2022 interest ratesmarket commentary
Housing market outlook: Is a crash coming? Home sales have declined so far in early 2022 and price appreciation looks to have peaked Economic Commentary June 7, 2022 consumer spendinghousing marketmarket commentary
Fed policy tightening shifts into a faster gear as inflation remains hot The Fed could be on pace to tighten by 50 bps at each of their next two meetings. Economic Commentary May 27, 2022 economic growthinflationinterest ratesmarket commentary
