Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
News
Will Q4 Earnings Defy Expectations?
We are at the start of the period in which companies release their results for the fourth quarter of 2022, known as earnings season. With everything going on—inflation, rate hikes, a labor shortage, the strength of the dollar, a pending recession, the list goes on and on—the results are unusually uncertain this time around. Analysts are struggling to figure out exactly what all this means.
Economic Risk Factor Update: January 2023 [SlideShare]
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam! Let’s take a closer look.
The Debt Ceiling: We’ve Seen This Movie Before
With the new Congress taking office—and specifically the extended time it took for the House Republicans to elect their new speaker—markets are increasingly focused on the potential effects of politics on the economy this year. I have had several questions about the debt ceiling in particular, so let’s take some time and think through what all of this might mean.
Economic Release Snapshot: Business Confidence Drops
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
Looking Back at the Markets in December and Ahead to January 2023
December saw a sell-off, reversing some of the bounce from October and November and leaving markets up for the quarter. Unfortunately, that only reversed a small part of the damage done earlier in the year. 2022 closed as one of the worst years in recent memory for financial markets.