Market Commentary | January 18, 2022

Inflation is here. Rate hikes are coming. Markets are anxious. On 1/12/2022 the Bureau of Labor Statistics reported that in December the Consumer Price Index rose 7.0% Y-O-Y. This follows a November report of +6.8%. On 1/13 the Producer Price Index tallied that final...

Market Commentary | December 15, 2021

Surviving Inflation Investor fears and anticipations were confirmed when the U.S. Bureau of Labor Statistics announced that the November 2021 Consumer Price Index rose 6.8% from the prior year period, the largest 12-month increase since June 1982. Ex food and energy,...

Market Commentary | November 8, 2021

Over the last few months, two topics have dominated economic/investment debate:  the pace and strength of economic recovery and surging inflation.  After just a half hour’s television broadcast, the topic count was reduced to only one. In his appearance on CNBC’s...