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
Are We Past Market Short-termism and Into a Fundamental Rally? Equity markets continue to break out of the well-established trading range, as the strong market rally is shifting investor sentiment Capital Market Impact June 12, 2023 economic growthinflationinterest ratesmarket commentary
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
Investors are still pessimistic, but emotions aren’t driving the markets Equity markets broke out of an extended period of slumber, with the S&P 500® Index jumping to the best level since August Capital Market Impact May 22, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | May 2023 Growth slows but no recession yet The economy added 253,000 jobs in April, beating expectations in the face of rising interest rates. Capital Market Impact May 16, 2023 inflationinterest ratesinvesting strategieslabor market
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
Markets resilient in face of slowing fundamentals Equity markets continue to march slowly higher despite weakening fundamental data, with the S&P 500® Index gaining in five of seven weeks Capital Market Impact May 1, 2023 economic growthinflationinterest ratesmarket commentary
Bond markets not troubled by recession talk While yield curve data points to uncertainty, corporate bond investors find calm in solid company performance. Capital Market Impact April 26, 2023 economic growthinterest ratesinvesting strategiesmarket commentary
Markets calm heading into critical earnings season The equity market rally remains in effect, with the S&P 500® Index gaining in four of the past five weeks. Capital Market Impact April 17, 2023 economic growthinflationinterest ratesmarket commentary
Cycle Watch | April 2023 Market stress raises recession worries Inflation cooled to 5% in March, but the Fed is still likely to raise its policy rate again in May. Capital Market Impact April 13, 2023 inflationinterest ratesinvesting strategiesmarket commentary