Monthly Economic & Market Outlook Insights

Ben Pace, James Lebenthal and Tom Cohn

Economic & Market Update

September 2022 Economic & Market Outlook

September 2, 2022   -   A full recovery in equity markets will be largely predicated on consistent data supporting a decline in inflation, which would allow the Fed to take its foot off the monetary brake. The largest risk to the market will continue to be the Fed and other central banks tightening too aggressively into an already slowing economy.

Ben Pace

Partner & Chief Investment Officer

Investing

August 2022 Economic & Market Outlook

The July rebound seen in stock prices has been welcome relief as has been the lack of major negative surprises in the second quarter earnings season. Markets now need more consistent signs that inflation is turning down due more to the natural balancing between supply and demand as opposed to a strong recession that destroys demand.

Ben Pace, Tom Cohn and James Lebenthal

Investing

Q2 2022 Review and July Outlook

Persistent consumer price inflation drove the Federal Reserve to accelerate the magnitude and cadence of their monetary tightening program. Aggressive rate increases with a strong signal of more to come increases the risk that the U.S. economy will fall into a recession as certain sectors have already begun to slow or stall.

Ben Pace

Partner & Chief Investment Officer

Investing

June 2022 Economic & Market Outlook

World Economy Following a surprising decline in first quarter GDP, caused primarily by a burgeoning trade deficit, U.S. economic growth should resume in the second quarter as both the consumer and businesses have continued to spend at relatively healthy rates. Consumer spending will be largely supported by job and wage growth and will inevitably slow […]

Ben Pace

Partner & Chief Investment Officer

Investing

May 2022 Economic & Market Outlook

The Federal Reserve has fully pivoted to fighting an inflation rate that has risen to levels not experienced since the early 1980’s. A few 50 basis point rate increases are likely coming out of the May and June FOMC meetings.

Ben Pace

Partner & Chief Investment Officer

Investing

First Quarter Review and April 2022 Outlook

After an extended period of abnormally low volatility coming out of the brief, but severe, bear market of March/April 2020, most global equity markets experienced at least a 10%+ peak-to-trough price correction during the first quarter.

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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.