Weekly Insight | January 12, 2022

Equities remain weak to begin the year, although they managed to bounce back to end the week green. The S&P 500 was up 0.6% with identical gains seen in the NASDAQ Composite.

Five in Five | January 2022

Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five topics that illustrate the current state of the markets, with brief commentary that can be absorbed in five minutes or less.

Weekly Insight | January 5, 2022

U.S. equity markets have welcomed us into 2022 with major market moves. Apparently, volatility is the appropriate New Year’s gift in 2022. The S&P 500 closed the first day of the year strong, up 0.64% for that day.

2022 Economic Themes

Now that 2022 has arrived, there are several economic themes worth monitoring. Specifically, our team plans to watch inflation, employment and interest rates as influential economic themes in the new year.

2022 Economic Themes | Transitory-ish

As inflation measures climbed over 2021 to levels not seen in decades, there was a rush by some to project the heightened levels would continue into the foreseeable future. Even Federal Reserve Chair Jerome Powell and Treasury Secretary Janet Yellen recently stated the term “transitory” should be retired when discussing the outlook for inflation in the United States.

2022 Economic Themes | A Tighter Job Market in 2022

Employment will be a major theme influencing investment markets in 2022. Tighter job markets have the potential to influence companies’ earnings negatively. The impact could range from increased product costs associated with lack of labor supply to increased labor costs from companies paying higher wages to attract employees.