by Ross Bowler | Nov 17, 2022 | Market Commentary
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...
by Ross Bowler | Oct 24, 2022 | Market Commentary
Sometimes, when the world seems to have stopped making sense, it helps to get anecdotal.
by Ross Bowler | Sep 19, 2022 | Market Commentary
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.
by Ross Bowler | Aug 11, 2022 | Market Commentary
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.
by Ross Bowler | Jul 20, 2022 | Market Commentary
Market Commentary | July 20, 2022 Rotation I have often thought that markets function under similar operating principles to those of a Galileo thermometer. Individual floats (stocks) rise or fall relative to their specific density and the density of the surrounding...
by Ross Bowler | Jun 17, 2022 | Market Commentary
Market Commentary | June 17, 2022 Independent of the Market In the days leading up to the Bureau of Labor Statistics’ June 10th release of the May 2022 Consumer Price Index (CPI), investors crossed their fingers in hope that inflation had peaked and was beginning a...
