Economic & Market Update Suddenly and All at Once Silicon Valley Bank broke some cardinal rules of banking…but it doesn’t look like it will spread but the Fed did the right thing…
Economic & Market Update March 2023 Economic & Market Outlook The global economy continues to avoid a near-term recession, as consumer spending remains strong and the effects of monetary tightening have yet to be fully realized. Opportunity can still be found in the bond and equity markets though equity market advances will be dependent upon progress on inflation and clearer signs the Fed is close to the end of its tightening cycle. Read more in our March 2023 Economic & Market Outlook.
Economic & Market Update Part III: What Will the Fed Do Next? In this tertiary installment, Senior Associate Saywer Rothmann outlines the Fed’s checklist on the flight plan to fighting inflation – something Powell articulated quite well in this past press conference.
Economic & Market Update February 2023 Economic & Market Outlook Markets have recently been and will continue to be driven by three key influences: monetary policy primarily emanating from the Federal Reserve, China’s COVID reopening and the growth potential therein, and the earnings and guidance reported by leading S&P 500 firms. While we remain cautiously optimistic that inflation will continue to abate, rates will stabilize, and the global economy will not fall into recession, the market’s assessment of the three key influences will determine the short-to-mid-term path forward.
Annual Economic & Market Outlook 2022 Review and January Outlook Persistent inflation, carried over from 2021 and exacerbated by the Russian invasion of Ukraine and the imposition of harsh sanctions on Russia by the Western allies, was the primary driver of the global economy and markets in 2022…
