by Ross Bowler | May 18, 2022 | Market Commentary
In our last communication, I profiled a couple of triple net lease REITs, suggesting they would be good defense in an inflationary economy. On May 4th the Fed raised rates by 50 basis points and effectively promised they would make similar moves in each of its next...
by Ross Bowler | Apr 11, 2022 | Market Commentary
Interest Rates on the Ascent This past week’s release of the minutes from the Fed’s March 15-16 meeting confirmed that inflation is no longer perceived as transitory and efforts to bring inflation down quickly have moved to front and center. After March’s 25 basis...
by Ross Bowler | Mar 11, 2022 | Market Commentary
United States Inflation Rate Bureau of Labor Statistics data released this morning showed that the annual inflation rate in the US accelerated to 7.9%, the highest rate in more than 40 years. This follows Federal Reserve Chairman Jay Powell’s assertion that in...
by Ross Bowler | Jan 18, 2022 | Market Commentary
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...
by Ross Bowler | Dec 15, 2021 | Market Commentary
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,...
by Ross Bowler | Nov 8, 2021 | Market Commentary
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...
