The factors behind the equity market rally Q4 GDP growth and lower inflation fuel stocks Capital Market Impact January 30, 2024 market commentary
Podcast: Dissecting GDP growth and forecasts for the US economy in 2024 Hear our economists discuss the latest GDP data, projects for the US economy, and potential recession risks. Economic Commentary January 25, 2024 economic growthGDPmarket commentary
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
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
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
S&P 500 extends rally amid mixed markets and data S&P 500 gains amid mixed data, sentiment, and positioning. Capital Market Impact December 12, 2023 equity marketsinvestor sentimentmarket 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
The Market’s Megaphone Message for the Fed Equity markets were mixed this week, with the S&P 500® Index managing a gain for the second week Capital Market Impact November 13, 2023 economic growthinflationinterest ratesmarket commentary