There’s been lots of talk of a recession, but when will it happen? Growth expectations are being revised higher and recession start dates are being pushed back or indefinitely postponed. – Bob Doll, Crossmark Global Investments Markets may be pricing in the best of both…READ MORE
Interest rate hikes paused in June, but will they resume later this year? Vanguard believes that the Fed has more work to do to bring inflation to acceptable levels and keep it there. With each month of labor market resilience, we see increasing risks that…READ MORE
Interest rates, inflation and earnings; which will drive the market? And in what direction? The Fed is likely to pause at the June FOMC meeting. While further rate increases are possible later this year, we only see them occurring if core inflation starts to inflect…READ MORE
The U.S. economy continues to be resilient, will the Fed continue to raise rates? We expect the Fed to raise its rate target by another 75 basis points (0.75 percentage point) this year, to a range of 5.5%–5.75%. We don’t foresee rate cuts before 2024….READ MORE
Are we in a “higher for longer” interest rate environment? In the early weeks of 2023, a disinflationary trend took hold, fueling a market rally and optimism for an impending pause in rate hikes. Volatility surged in March, however, following the failure of Silicon Valley…READ MORE
