Market Commentary

MARKET COMMENTARY

U.S. Recession Scorecard Update

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January 5, 2022

All of our U.S. leading indicators—including a new one—are giving a greenlight to the economic expansion and to equity markets.

2022 Outlook

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December 1, 2021

The long-term investment landscape: Where to from here.

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Latest Insights

Inflation Reduction Act: What You Should Know

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on

Is the U.S. Economy in a Recession?

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.

Global Insight – August 2022

Fresh off a market bounce that was partly sparked by better-thanfeared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. While

Global Insight – 2022 Midyear Outlook

The trajectory of inflation in the coming months will have major implications for equities, in our view, but exactly what that trajectory will be remains unclear. We look for catal