Economy

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Market Commentary

Inflation continues to run hot, raising the prospect that the Federal Reserve will tighten monetary policy more sharply than expected—possibly tipping the U.S. economy into recession.
Market Commentary

Economic uncertainty may have peaked in the first half of 2022, but it remains high. Stocks are likely to continue to feel the weight of Federal Reserve policy tightening, shrinking market liquidity and slower economic growth.
Market Commentary

The Fed announced a 75bps rate hike, vowing to forcefully tackle inflation, while conceding the path to a soft landing has become “more challenging.”
Market Commentary

Rising inflation, rate hikes, supply-chain problems and the Russia-Ukraine war have contributed to growing recession fears. While recessions are impossible to predict, we think the risk of one—sooner rather than later—has picked up.
Market Commentary

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
Market Commentary

Economic uncertainty may have peaked in the first half of 2022 but could still contribute to volatility and affect market performance for the remainder of the year.
Market Commentary

Returns should be better for fixed income investors in the second half of 2022, now that interest rates have reset higher. However, we still expect volatility to remain high as central banks shift away from easy-money policies.
Market Commentary

Sharp, countertrend rallies may continue this year, but aggressive Fed policy, the turning of the liquidity tide, and slower economic growth will likely keep pressure on stocks.
Market Commentary

Another burst of market volatility has confirmed that the peak in negative economic consequences—courtesy of tighter policy and slowing growth—is likely still ahead of us.

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