Market Outlook

Strains in parts of the financial system have prompted the Federal Reserve to trim back tightening plans.

A tight labor market is keeping the Fed in a rate-hiking mode.

Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.

For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors.

Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.

US markets have not taken kindly to the Fed’s renewed course of monetary tightening, but the effects of the Fed’s actions are stretching far beyond US shores.

The outlook for stocks and bonds given the expected paths of economic growth and interest rates.

With tapering worries in the rearview, attention has returned to the inflationary environment.

Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable.

Growth in the U.S and globally is expected to cool from 1H21's torrid pace, but fundamentals remain positive