Market Updates
Market Week: January 23, 2023
While markets have been fairly resilient at the start of the year, recent economic data have pointed to further weakening in the economy…
Market Week: January 16, 2023
While the story last year was about inflation peaking, the 2023 narrative is shifting toward how quickly inflation can cool, and furthermore, how much cooling will be sufficient to get the Fed to pause its rate-hiking campaign.
Market Week: January 09, 2023
The U.S. labor market was a shining star in 2022 against a dim economic backdrop of tighter financial conditions and recession fears. Although real GDP normally outpaces payroll employment, due to rising labor productivity, payrolls grew more rapidly than real GDP growth in 2022.
Market Week: January 3, 2023
2022 was a difficult year for the public markets, as positive stock-bond correlations offered investors little to no protection against the macroeconomic backdrop of persistently high inflation, hawkish monetary policy and heightened geopolitical tensions.

Market Week: December 12, 2022
This week, investors will gain further clarity on whether the recent inflation downtrend is sticking and the Fed’s timing on a policy pivot.



Market Week: November 28, 2022
Headlines have been dominated by the better-than expected October CPI report, but this improvement in inflation will likely be overshadowed by a deteriorating growth outlook in the coming months.



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