Understanding the factors that contribute to stock performance While different factors may drive stock returns occasionally, earnings growth is most important over the long term. Capital Market Impact January 18, 2024 investing strategiesmarket commentarystock market
December marked another month of solid job growth and fast wage growth Growth in early 2024 might look similar to 2023, but we expect job gains and overall spending to weaken by mid-year. Economic Commentary January 17, 2024 consumer spendingeconomic growthemploymentinflation
Podcast: Exploring December’s CPI report: A forecast into inflation trends Our team will delve into the intricacies of the December CPI report and shed light on our inflation forecast for the upcoming year. Economic Commentary January 15, 2024 economic growthinflationmarket commentary
S&P 500® Index Slips After Record Rally, Job Market and Consumer Spending Remain Strong Stocks dip after 2023 surge, economy resilient, outlook mixed. Capital Market Impact January 8, 2024 equity marketslabor marketmarket commentary
2024 market and economic outlook: Waiting on the inevitable 2024 might be the year when recession warnings are proven correct, although any recession should be short and mild. Capital Market Impact January 2, 2024 economic growthinterest ratesmarket commentarystock market
Dow hits record high amid encouraging inflation data and dovish FOMC shift Equity markets continue to rise, with the Dow hitting a new record high. Investors buoyed by encouraging inflation data and dovish FOMC shift. Capital Market Impact December 18, 2023 equity marketsinvestor sentimentmarket commentary
Decoding the growth-vs-value performance split Growth stocks have outperformed in 2023 thanks to large-cap tech stocks gains, but the trend isn’t the same for small-cap stocks. Capital Market Impact December 13, 2023 investing strategiesmarket commentarystock market
Recent data point to deteriorating growth We expect slower growth in the fourth quarter of 2023 and the risk of a recession in 2024 remains elevated. Economic Commentary December 12, 2023 consumer spendingeconomic growthemploymentinflation
Fed Officials Turn Hawkish as the S&P 500 Reaches New Heights in November The equity markets soared to a year-high as inflation data eased fears of a hard landing, while the Fed remained hawkish despite market expectations of rate cuts. Capital Market Impact December 4, 2023 market commentary
Market Stabilization Through Year’s End: A Goldilocks Approach The S&P 500® Index looks to extend the winning streak to five weeks. Capital Market Impact November 27, 2023 economic growthinflationinterest ratesmarket commentary