Economic & Market Update Second Quarter 2023 Review and Forecast Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
Economic & Market Update First Quarter Review and April 2023 Outlook While there were concerns about an impending recession, both the U.S. and European economies showed resilience with growth rates exceeding expectations. Strong job security and wage growth led to continued high consumer spending.
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.
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.
Investing Third Quarter Review and Year-End Outlook Low inventories, the need for supply to catch up with demand, strong jobs and wage growth, and very healthy corporate and consumer balance sheets all provide a favorable economic backdrop and imply a low probability of recession going into 2022.