The U.S. economy continues to prove its resilience, but expect continued market volatility We expect recession fears to fade in the coming months, first because of the resilience of the U.S. economy and then because of positive surprises in the euro area and relaxation in…READ MORE
Market Commentary. May 2022 Interest rates hikes should help curb inflation, but how does that impact the economy? As a result of these projected interest rate hikes, some fear a recession starting as early as this year. And these fears have put pressure on the…READ MORE
Although inflation and market volatility persist, the U.S. economy remains strong We believe there is a low probability of a U.S. recession developing in 2022. Despite high inflation, U.S. consumer spending should remain strong in the year ahead, buttressed by a strong job market, healthy…READ MORE
Uncertainty persists, but equities markets are expected to rise and unemployment to continue to fall January’s selloff appears to have been an overreaction. We believe economic and earnings growth should sustain the current bull market, despite tighter monetary policy. But earnings will take on greater…READ MORE
The US economy is on strong footing, but not without its challenges The U.S. economy has had a bumpy recovery with higher-than expected inflation but is still on strong footing as we enter 2022, and further progress on the pandemic at home and abroad will…READ MORE
