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Equities notched a record week in anticipation of rate cuts in the first half of 2024. In the Weekly Market Commentary, Chief Investment Office Brent Schutte looks at the data and why the optimism may be premature.

Markets Surge as Investors Eye Rate Cuts in Early 2024 A softer tone by Fed Chair Powell ignited a surge in the markets, but is it premature? Read more in our Weekly Market Commentary.

Equities continued to climb last week as some employment data opened the door for easing wage pressures, but are the improvements sustainable? Get the latest from Brent Schutte in our Weekly Market Commentary.

Making Sense of the Latest Complicated Employment Data Last week’s employment data offered some encouraging news, but is it enough to erase the Fed’s fears of wage inflation? Read more in our Weekly Market Commentary.

Equities continued to rally as investors embraced soft economic data as a sign the Fed is done raising rates, but what if the slowdown gains momentum? Get the latest from Brent Schutte in our Weekly Market Commentary.

Investors Embrace Bad News as a Sign the Rate Hiking Cycle Is Over Investors continued to cheer signs of an economic slowdown, but can it last? Read more in our Weekly Market Commentary.

Last week’s surge in equities and strong market gains have sparked optimism, but are we ignoring warning signs about the economy? Get the latest from Brent Schutte in Northwestern Mutual’s Weekly Market Commentary.

Lingering Warning Signs: Is the Economy at Risk Despite Strong Market Gains? Investor optimism over the past week may be a bit premature. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at why the Fed may hold rates higher for longer and how that may impact the economy going forward.

Are Investors Underestimating the Fed’s Resolve? A pullback in bond yields has investors once again hoping for a soft landing. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at why the Fed is likely to hold rates higher for longer and what that means for economic growth.

Investors Cheer Softer Than Expected Jobs Data and Easing Bond Yields The latest jobs data has investors expecting an end to rate hikes. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at why consumer spending may be sending a false signal about the economy.

Consumers Show a Willingness to Spend, but Can It Last? The latest data points to a still growing economy, but concerns are growing. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at why a pause in rate hikes may not prevent an economic downturn.

An End to Rate Hikes May Not Be Enough to Prevent an Economic Downturn Investors grow more concerned about rising yields and a higher-for-longer stance by the Fed. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at the latest inflation data and how it may impact the Fed’s thinking on rates.

Progress in the Fight Against Inflation Slows The latest inflation data may highlight the risks of strong wage growth. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at why a recession may be difficult to avoid.

Why a Recession May Be Unavoidable A look at what the data says about the likelihood of a recession.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte discusses the latest employment and wage data and what it means for the prospects of a soft landing.

Investors Cheer Wage Data, While Fears of a Hard Landing Grow Another round of strong job numbers raises concerns that the Fed may have to keep rates higher for longer. Read more in our Weekly Market Commentary.

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte discusses the latest inflation data and why wage gains may prevent a soft landing.

Investors Look Past Encouraging Current Inflation Data Better-than-expected inflation data may not be enough to appease the Fed. Read more in our Weekly Market Commentary

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Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte discusses the latest Fed decision on interest rates and potential future actions to rein in the strong job market.

Rates Unchanged, but Fed Says More Work Needed to Rein In Labor Market The Fed left rates unchanged this week, but Chairman Jerome Powell says more work is needed to rein in the labor market.

The latest batch of data is unlikely to distract the Fed from its focus on wages.

Latest Economic Reports Paint a Mixed Picture, but Has Anything Changed? The latest economic data offered a mixed view of the economy and inflation but is unlikely to sway the Fed.

The concern is that the Fed may have to continue raising rates.

Strong Economic Data Casts Doubts on Prospects for a Soft Landing Recent strong economic data and resilient wage growth continue to complicate the Fed’s path to a soft landing.

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take in this week’s Market Commentary.

Potential Signs of Relief in the Labor Market There are encouraging signs that more workers are coming off the sidelines, but will it be enough?

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take in this week’s Market Commentary.

Markets Cheer Powell’s Balanced Tone, but More Work Remains Fed Chair Jerome Powell’s speech offers glimmers of hope but also a warning.

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Investors Reconsider the Likelihood of a Soft Landing Fed minutes and strong retail numbers suggest it is too early to celebrate a soft landing.

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Wages Are the Fed’s Final Obstacle Inflation continues to fade, but wage pressures suggest it is too early to declare victory.

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Signs of Easing Strength in the Job Market May Not Be Enough for the Fed The job market remains resilient, but the trend suggests changes may be coming.

Last week’s data points to falling inflation amid a resilient economy; however, the Federal Reserve’s focus on the labor market and wages could still lead to a recession. Get Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take in this week’s market commentary.

Inflation Continues to Fall Against the Backdrop of a Resilient Economy While inflation continues to fall, the possibility of a mild recession remains as the Federal Reserve remains focused on a tight labor market and rising wages.

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Markets Move Higher, but Economic Concerns Remain Are investors getting ahead of themselves? A look at why a soft landing may not materialize.

Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Better Than Expected Inflation Data Sends Markets Higher Why the latest signs of easing inflation may not be enough to stop the Fed from additional hikes.

Here are some valuable insights from our chief investment officer about what the Fed is focused on and what that means for the economy going forward.

The Uneven Path Forward In Northwestern Mutual’s Quarterly Market Commentary, we look at why the Fed may continue to raise rates and what that means for the possibility of a recession.

Is today’s job market incompatible with a soft landing? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Wage Data Sparks Concerns of More Rate Hikes Why the latest employment data is likely to result in higher interest rates.

What are the risks of more rate hikes? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Hawkish Comments From the Fed and Renewed Recession Fears Drive Markets Lower Why an uneven economy may not be able to withstand more rate hikes.

Will the pause in rate hikes last? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Declining Inflation and a Pause by the Fed Sends Markets Higher Here's why improving inflation numbers may not be enough for the Fed to stop raising rates.

Will a pause by the Fed lead to a soft landing? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Investor Optimism Grows in Anticipation of a Pause by the Fed Will a Pause in Rate Hikes Be Enough to Prevent a Recession?

Will controlled wage growth be enough for the Fed? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Strong Jobs Data and Cool Wage Growth Send Markets Higher Will modest wage growth be enough for the Fed to overlook a tight job market?

Will an uptick in inflation and consumer spending lead the Fed to reconsider pausing rate hikes? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Progress on Debt Ceiling Negotiations Sends Stocks Higher While investors remained focused on Washington, inflation data may keep the Fed in tightening mode. Read more in our Northwestern Mutual Weekly Market Commentary.

Does the latest economic data support renewed hope for a soft landing? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Investors Look to Washington as Economic Questions Remain We look beyond the noise out of Washington to see where the economy is likely headed.

What do the latest inflation readings say about how the Fed may respond to a potential recession? Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Price Pressures Continue to Fade We dig into the latest inflation data and what it suggests about the path for prices going forward.

What do comments by the Fed and the latest economic data have to say about the economic road ahead. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Will the Fed Stick the Landing? Despite the Fed’s softer view on interest rates, risks of a recession remain. See our take in Northwestern Mutual’s Weekly Market Commentary.

The latest GDP numbers may be misleading. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Context on the Latest GDP Reading The latest GDP report revived talk of stagflation, but a closer look at the numbers suggests there’s more to the story.

The economy shows more signs of slowing. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Will the Fed Heed the Economic Warning Signs? Further signs of a weakening economy have given investors pause, but will it be enough to stop the Fed from raising rates at its next meeting?

The retreat of inflation picks up steam. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Does the Latest Inflation Data Signal All Clear to the Fed? Continued progress on the inflation front and further signs the economy is slowing give room for the Fed to pause on rate hikes.

The Fed’s focus on the labor market may lead to the Fed going too far with rate hikes. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

The Fed’s Focus on Jobs The seemingly strong job market may cause the Fed to go too far on interest rates. See our take in this week’s Northwestern Mutual Market Commentary.

A tight labor market remains the one constant in an ever-changing economy. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take in this week’s Market Commentary.

Hopes for a Soft Landing Fade Strong retail sales and an uptick in wholesale prices increase the likelihood for continued rate hikes from the Federal Reserve. See our take in this week’s Northwestern Mutual Market Commentary.