Q2 earnings: Continued strength supports the stock market bulls A solid showing for corporate earnings last quarter shows that the fundamental backdrop remains supportive for stocks. Capital Market Impact August 28, 2024 earningsinvesting strategiesmarket commentarystock market
Cycle Watch | Cooler economic growth ahead The economy begins the final descent toward a soft landing, but will the slowdown go too far? Capital Market Impact August 7, 2024 economic growtheconomic trendsinflationinterest rates
Shifts in stock market leadership can be extreme Small caps have led the market recently, taking over from large caps. What will it take for the rally to continue? Capital Market Impact July 24, 2024 investing strategiesmarket commentarysmall cap stocksstock market
Can broader earnings growth keep the stock rally going? The start of the Q2 earnings season will focus on continued earnings growth from a broader range of companies. Capital Market Impact July 10, 2024 earningsinvesting strategiesmarket commentarystock market
2024 Midyear Outlook: Solid growth prompts cautious optimism Stocks were strong but quiet in the first half of 2024 as economic activity remained more resilient than most believed. Capital Market Impact July 3, 2024 economic growthinterest ratesmarket commentarystock market
Equity Markets continue upward with S&P 500® Index reaching record highs Equities surge despite shortened holiday week Capital Market Impact June 24, 2024 economic growthinflationinvesting strategiesmarket commentary
Equity Markets Soar: A Year of Record Highs and Inflation Optimism Navigating the ‘Goldilocks’ Scenario and FOMC Decisions Capital Market Impact June 17, 2024 market commentary
How long can consumers continue to support economic growth? Recent economic reports may lead investors to question the prevailing narrative of the resilient U.S. consumer. Capital Market Impact June 12, 2024 consumer spendingeconomic growthinterest ratesinvesting strategies
Cycle Watch | May 2024 Continued growth projected over 2024 The economy is cooling, but growth is still expected throughout the year, despite uncertain external pressures. Capital Market Impact May 28, 2024 economic growtheconomic trendsinflationinterest rates
Why do markets rise on bad news and fall on good news? Investors have responded to recent reports of slower job growth and moderating business activity by embracing risk, resulting in higher stock markets. Capital Market Impact May 22, 2024 investing strategiesmarket commentarystock market