Jack Janasiewicz offers his tactical take on the capital markets in this podcast recorded on November 3, 2022.
  • After falling for most of the year, stocks turned in positive returns for the month of October, with the S&P 500® gaining more than 8% during the month.
  • But the increasing likelihood of continued rate hikes from the Federal Reserve is keeping a lid on market enthusiasm.
  • The Federal Reserve still considers inflation public enemy #1, and wants to see three things happen: slower growth, a softer labor market, and evidence that inflation is heading down toward its 2% target.
  • As some of the data takes time to work through the system, the chances increase that the Fed may raise rates again in December and January – and keep them there until the data catches up.
Past performance is no guarantee of future results.

Investing involves risk, including the risk of loss. The views and opinions are as of September 8, 2022 and may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. Although Natixis Investment Managers believes the information provided in this material to be reliable, including that from third party sources, it does not guarantee the accuracy, adequacy or completeness of such information.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.