US

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Waiting for the End…Just Not Yet

Though the Fed is close to the end of its rate-hiking cycle, additional increases in the fed funds rate are still likely, albeit less aggressive in magnitude.

Helpless? Recession Risks Abound

Leading indicators continue to point toward further economic weakness, making it difficult and premature to determine whether the labor market can maintain its relative strength.

Market Perspective: Slowdown or Recession?

Although it's possible the Federal Reserve will guide the economy to a "soft landing," evidence has been pointing toward recession.

Hurts So Good: Jobs Picture Stays Mixed

There was something for everyone—even those supportive of an economic soft landing—in December's jobs report, but recessionary signals have not subsided.

2023 Market Outlook: Cross Currents

We expect economic growth and market performance to improve in 2023 compared with 2022. But things may get worse before they get better.

U.S. Outlook: How Many More Times, Fed?

Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.

Swing, Swing: Wild Week

A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.

What a Strong U.S. Dollar May Mean for Investors

Should you adjust your portfolio in response to a strong U.S. dollar?

Disappearing Act: Earnings

Earnings weakness is starting to materialize across a broader swath of industries, with hits coming from a strong dollar, weaker demand, and aggressive monetary policy.

How Can You Steer Your Portfolio Through a Recession?

What are some strategies that can help investors navigate a recession?