Economic & Market Update Insights

Ben Pace, Christian Thwaites and James Lebenthal

Economic & Market Update

Weekly Investment Perspectives

March 20, 2023   -   The failure of three banks last week rocked the global banking system, leading to government interventions to stabilize the banking sector and uncertainty about how central banks would shift their monetary policies in the wake of a potential crisis.

Christian Thwaites

Partner

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…

Ben Pace, Christian Thwaites and James Lebenthal

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.

Sawyer Rothmann

Senior Associate

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.

Ben Pace, Christian Thwaites and James Lebenthal

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.

Ben Pace, Tom Cohn and James Lebenthal

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…

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of Walker Phillips

Walker Phillips

Partner

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.