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.
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.
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.
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.
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.
