Economic & Market Update Q3 2022 Review and October Outlook The Federal Reserve’s aggressive inflation-fighting monetary policy dominated news and the markets in the third quarter, spurring both a mid-summer rally and subsequent decline to new lows.
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.
Investing Third Quarter Review and Year-End Outlook Low inventories, the need for supply to catch up with demand, strong jobs and wage growth, and very healthy corporate and consumer balance sheets all provide a favorable economic backdrop and imply a low probability of recession going into 2022.
