The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very …
Last week was a pivotal one for markets, with the S&P 500 coming off a 3% weekly decline the week before. In terms of economic data, we got our first …
When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets …
The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations.
Now that we are beyond the midpoint of the investing year, it is a great time to look at where we have been—in preparation for the latter half of the year.
In this edition of the Weekly Market Commentary, we discuss the weakness in small businesses and what that foreshadows in the markets and the economy.
Yesterday, the Federal Reserve released the minutes from its March Federal Open Market Committee meeting. In the section summarizing staff projections, to the surprise of some, the staff explicitly forecasted a recession.
We may not be flying into a storm, but there’s been plenty of turbulence this year. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.
While we acknowledge that a V-shaped recovery is probably not in the cards, we remain constructive on equities for the second half, but not complacent.
The Federal Reserve concluded its two day policy meeting yesterday and announced it was raising its benchmark rate by 0.75%. Here are four observations about yesterday’s rate hike.
