RockCreek Climate Summit: Highlights
September 30, 2021
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Learn More - News // Conference of Montreal – Investing in Net Zero // Read Now
- News // Conference of Montreal – Investing in Net Zero // Read Now
- News // Conference of Montreal – Investing in Net Zero // Read Now
- News // Conference of Montreal – Investing in Net Zero // Read Now
LATEST INSIGHTS //
No Lasting Relief
Interest rates will go higher for longer, with attendant risks for both stocks and bonds. That was the message from this week’s data here and in Europe, reinforced by central bank comments. The five interconnected themes that we are watching this quarter – geopolitics, inflation, monetary tightening, jobs, and Covid – remain key to the outlook. This week’s bond market movements show that investors fear the Fed may overdo it and tip the US economy into recession.
So, Now What?
This was the week for central banks to take center stage, and markets don’t know what to make of it. Robust job growth shows continued resilience in the US economy. Investors looking for another upside from Friday’s labor market report can find it in the hourly earnings data. Although up 5.5% from a year ago, monthly and three-month data show wage increases slowing to an annual rate of 3.7%. Not so good for real incomes, but helpful for inflation dynamics.
FOCUS AREAS //
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Generate
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Insights from RockCreek
Newsletter
No Lasting Relief
May 13, 2022
Interest rates will go higher for longer, with attendant risks for both stocks and bonds. That was the message from this week’s data here and in Europe, reinforced by central bank comments. The five interconnected themes that we are watching this quarter – geopolitics, inflation, monetary tightening, jobs, and Covid – remain key to the outlook. This week’s bond market movements show that investors fear the Fed may overdo it and tip the US economy into recession.
Learn More