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Overview Bank Failures, the Fed, and Inflation Recent events involving Silicon Valley Bank, Signature Bank, and First Republic Bank have altered investors’ outlook on the possibility of an economic recession, shifting it from a no landing scenario to a more cautious expectation of a soft or hard landing. These failures

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

Rates Economic Projections The FOMC is next scheduled to meet June 13-14, 2023. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

Rates Economic Projections The FOMC is next scheduled to meet March 21-22, 2023 Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

Rates Economic Projections The FOMC is next scheduled to meet March 21-22, 2023 Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by

Global Economy – The consensus is for global growth to slow significantly in 2023, but there are diverging views on the degree of slowdown and the likelihood or severity of a recession. Similarly, the range of inflation forecasts vary, but all expect a continuation of the recent downward trend. Equity

Global economy – most expected growth to slow but remain above trend and inflation to gradually normalize. On balance, forecasts proved overly optimistic as inflation remained stubbornly high and synchronized monetary tightening prevented growth from returning to pre-Covid trend levels. Equity – consensus was generally bullish, recommending overweight to equities,