Market Commentary | November 16, 2022
Market Commentary | November 16, 2022 Positioning for a return to normal Last Thursday, October’s CPI stormed in at 7.7% which would normally be cause for panic, but because the figure was lower than September’s, stocks soared and interest rates fell. On Tuesday...Market Commentary | October 13, 2022
Sometimes, when the world seems to have stopped making sense, it helps to get anecdotal.
Market Commentary | September 19, 2022
It seems that in each and every one of the last five months, I’ve performed the same mantra. High inflation. Rising interest rates. Markets sell off.
We are here in September and I’m repeating myself. 8.1% YOY inflation. Interest rates are soaring. The stock and bond markets deflate.
Market Commentary | August 11, 2022
On July 28, the Bureau of Economic Analysis announced that real gross domestic product (GDP) decreased at an annual rate of 0.9 percent in the second quarter of 2022. In the first quarter, real GDP decreased by 1.6 percent. By some definitions, two consecutive quarters of decline signal that the economy is in recession.