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Markets & Economic Update for July 2023: Inflation Is Declining. What's Next for the Fed?

July 12, 2023
David Lundgren, CFA®
David Lundgren, CFA®

Each month, senior leaders of Hancock Whitney's Asset Management team discuss the latest news and events that impact markets and the economy.

This month:

Stocks are off to a great start in the first half of 2023, but concerns linger. Inflation has peaked and has started to decline; how will this affect Federal Reserve policy for the rest of the year?


Watch and listen to the webinar:


Key Takeaways:

  • It’s been a great start to 2023 for stocks but the lack of breadth is glaring. Earnings growth is also a concern. Will the market rally continue?
  • Inflation has peaked and is declining but aggressive Fed policy is impacting economic growth. Will a recession cause the Fed to ease up on rates? What actions will the Fed take for the rest of the year?
  • Bond market review – How much has Fed policy impacted longer term rates?
  • What is the latest on the Russia/Ukraine conflict and what are the potential risks to markets and economic growth?
  • Lawmakers ran a victory lap in June after averting a debt ceiling crisis. What’s next for Congress?  


Read our comprehensive Q2 report for additional highlights of the quarter, and gain details and insights from the Hancock Whitney Asset Management team about these and other noteworthy events. And, as always, we're ready to help you reach your financial goals.


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