Posts Tagged ‘The Pulse’
The Pulse on the Economy and Capital Markets: January 15 – 19, 2023
To Summarize: AI-driven stocks surge as other markets remain weak amid delayed Federal Reserve (Fed) rate cut expectations. Consumer activity remains strong coming off high December retail sales, improved sentiment and declining inflation. However, slowing growth in the Services sector continues to raise concerns. We unpack this and more in the January edition of The…
Read MoreThe Pulse on the Economy and Capital Markets: December 11 – 15, 2023
To Summarize: The financial markets spark optimism while holiday shopping broke records. However, concerns linger for lower-income consumers and businesses strained by inflation and rising interest rates. We unpack this and more in the November edition of The Pulse. In the Markets: The stock, bond and crypto markets surged on the possibility of sidestepping a…
Read MoreThe Pulse on the Economy and Capital Markets: November 20 – 24, 2023
To Summarize: Consumer concerns emerge after Walmart’s earnings call provided insights into economic factors impacting spending. The markets rallied in November while multifamily housing rents experience a slowdown. We unpack this and more in the November edition of The Pulse. In the Markets: The markets rallied in November leading investors to believe that the Federal…
Read MoreThe Pulse on the Economy and Capital Markets: October 2 – 6, 2023
To Summarize: Weaker stock and bond markets can be tied to expectations that the Federal Reserve will keep rates higher and for longer than many hoped. The economy continues to demonstrate mixed signals while consumers remain relatively healthy as we near the holiday season. We unpack this and more in the October edition of The…
Read MoreThe Pulse on the Economy and Capital Markets: August 14 – 18, 2023
To Summarize: The markets have been weaker as long-term bond rates increase investor concerns that inflation rates will stay higher. Consumers remain resilient even as credit card losses reach pre-pandemic levels. Signs of weakening economies in China and Europe are becoming more apparent. We unpack this and more in the August edition of The Pulse. In…
Read MoreThe Pulse on the Economy and Capital Markets: July 3 – 7, 2023
To Summarize: Recent economic data signals to investors that interest rates will remain higher through 2023, leading to a weaker start for the markets in the third quarter. Despite the services sector expanding and supply chains showing positive improvements, the manufacturing sector continues to struggle. We unpack this and more in the July edition of The…
Read MoreThe Pulse on the Economy and Capital Markets: June 12 – 16, 2023
To Summarize: The stock markets continue to surprise with another strong quarter as the Federal Reserve places a pause on interest rate hikes. Investor excitement over artificial intelligence (AI) capabilities overshadows implementation and monetization challenges from the tech sector. We unpack this and more in the June edition of The Pulse. In the Markets: Globally, the stock…
Read MoreThe Pulse on the Economy and Capital Markets: May 8-12, 2023
To Summarize: The stock and bond markets have been mixed but remain resilient despite concerns regarding regional banks and tighter lending standards. While economic data cools, consumers continue to spend on travel and leisure at an impressive rate. We unpack this and more in the May edition of The Pulse. In the Markets: Equity and bond markets…
Read MoreThe Pulse on the Economy and Capital Markets: April 10-14, 2023
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Read MoreThe Pulse on the Economy and Capital Markets: March 13-17, 2023
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