We share market analysis, economic outlooks, and insights on relevant financial topics prepared by our Investment Committee. This material is intended for informational purposes only and does not represent the views of any individual advisor.
Week of September 7–11 Persistent inflation, higher interest rates, and mixed signals for global growth. Inflation returned to the forefront of market attention. The Fed...
Week of August 31 to September 4 Resilient employment, persistent inflation, and new signals on the path of interest rates. The global economy...
Europe shows how extreme weather can affect growth, inflation, and energy. The Economic Cost of More Extreme Weather. Extreme weather is becoming an increasingly relevant...
Week of August 24–28 Resilient growth, persistent inflation and central banks under pressure. Markets closed out a week of mixed signals. Economic activity...
The reserve’s decline raises concerns about its ability to respond to future energy emergencies. The U.S. Strategic Petroleum Reserve fell below 300 million barrels, its...
Rates
Rates are normalizing and reshaping opportunities for investors. A New Environment for Stocks and Bonds U.S. Treasury yields have risen amid a resilient economy, persistent...