Steady Market Resilience: Boring is Beautiful Equity markets continued their period of consolidation, extending the losing streak to three weeks Capital Market Impact August 22, 2023 economic growthinflationinterest ratesmarket commentary
Markets pause despite increased calls for a soft landing Equity markets look to rebound following the first decline in four weeks and just the third negative week in the previous 12 Capital Market Impact August 8, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | June 2023 Jobs market keeps recession at bay The May jobs report offered more evidence that the economy is still far from a recession. Capital Market Impact June 15, 2023 economic growthinflationinterest ratesinvesting strategies
Equity markets break out on technical and fundamental strength Equity markets broke out of the recent trading range, with the S&P 500® Index at the best level since August following the third-straight weekly gain Capital Market Impact June 5, 2023 economic growthinflationinterest ratesmarket commentary
Markets move sideways in search of a catalyst Equity markets were modestly lower in a volatile week, with weakness on macro concerns largely erased by a 2% rally for the S&P 500® Index on Friday Capital Market Impact May 8, 2023 economic growthinflationinterest ratesmarket commentary
Equity markets calm as macro uncertainty climbs Equity markets have entered a period of relative calm, with the S&P 500® Index little changed in the first week of the second quarter Capital Market Impact April 10, 2023 economic growthinflationinterest ratesmarket commentary
Banking system fears causes sharp bond market reaction Equity markets look to stabilize following a difficult week that saw several bank closures, resulting in the largest weekly decline since September 2022. Capital Market Impact March 14, 2023 economic growthinflationinterest ratesmarket commentary
Markets pause as Fed expectations pivot Equity markets look to rebound following a three-week losing streak that has erased more than half the year-to-date gain Capital Market Impact February 27, 2023 economic growthinflationinterest ratesmarket commentary
Good News is Bad News: Encouraging Macro Economic Data is a Risk for the Market Equity markets look to continue their strong start to the year that has seen the S&P 500® Index advance in four of the five weeks of 2023. Capital Market Impact February 6, 2023 economic growthinflationinterest ratesmarket commentary
Markets pause on investor confusion Equity markets remain modestly higher for the year, though the lack of decisive movement reflects investors’ uncertainty. Capital Market Impact January 23, 2023 economic growthinflationinterest ratesmarket commentary