Monthly Economic & Market Outlook Insights

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

December 2022 Economic & Market Outlook

December 6, 2022   -   Despite the persistency of inflation and the magnitude of rate increases in 2022, the economy has generally remained resilient, buoyed by the inherent strength of the U.S. consumer and a strong labor market.

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

November 2022 Economic & Market Outlook

After a yearlong bear market marked by high inflation and several failed market rallies, central bankers around the globe may be closer to ending their aggressive tightening polices as the economy slows and inflation dissipates.

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

Q3 2022 Review and October Outlook

The Federal Reserve’s aggressive inflation-fighting monetary policy dominated news and the markets in the third quarter, spurring both a mid-summer rally and subsequent decline to new lows.

Ben Pace, James Lebenthal and Tom Cohn

Economic & Market Update

September 2022 Economic & Market Outlook

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.

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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.