Investing August 2022 Economic & Market Outlook The July rebound seen in stock prices has been welcome relief as has been the lack of major negative surprises in the second quarter earnings season. Markets now need more consistent signs that inflation is turning down due more to the natural balancing between supply and demand as opposed to a strong recession that destroys demand.
Investing Q2 2022 Review and July Outlook Persistent consumer price inflation drove the Federal Reserve to accelerate the magnitude and cadence of their monetary tightening program. Aggressive rate increases with a strong signal of more to come increases the risk that the U.S. economy will fall into a recession as certain sectors have already begun to slow or stall.
Investing June 2022 Economic & Market Outlook World Economy Following a surprising decline in first quarter GDP, caused primarily by a burgeoning trade deficit, U.S. economic growth should resume in the second quarter as both the consumer and businesses have continued to spend at relatively healthy rates. Consumer spending will be largely supported by job and wage growth and will inevitably slow […]
Investing May 2022 Economic & Market Outlook The Federal Reserve has fully pivoted to fighting an inflation rate that has risen to levels not experienced since the early 1980’s. A few 50 basis point rate increases are likely coming out of the May and June FOMC meetings.
Investing First Quarter Review and April 2022 Outlook After an extended period of abnormally low volatility coming out of the brief, but severe, bear market of March/April 2020, most global equity markets experienced at least a 10%+ peak-to-trough price correction during the first quarter.
