Recent Posts

  1. September 26, 2022

    After another painful week on Wall Street a healthy dose of despair might be setting in. The S&P 500 closed near the bear market low and is now down 23% from the peak in January. 1 Investor sentiment is now back to Great Financial Crisis levels according to the… More >>

  2. September 19, 2022

    Last week’s extreme negative market reaction to recent inflation data adds more salt in the wound. With an almost certain 75bp rate increase coming this week, the S&P 500 dropped 4.77% last week in anticipation of the lift. 1 This year the S&P 500 is down 19%… More >>

  3. September 12, 2022

    Tomorrow we will get a critical update on inflation festering in the U.S. economy. Expectations are pointing to a lower reading, which could create a fear that the Fed will overreact by raising rates much higher than needed to moderate inflation. 1 It’s hardly a… More >>

  4. September 6, 2022

    Within just a couple of weeks (September 20-21), the Fed will reconvene to determine the amplitude of the Fed Funds rate. Most market participants are expecting a ¾ point rate increase, while we believe a ½ point increase is still in the cards. 1 I’ve focused on… More >>

  5. August 29, 2022

    Equity markets reacted violently to Fed Chairman Powell’s recent comments. U.S. equity markets shed over $1.2 trillion in one day when participants decided to reprice the trajectory and pace of interest rates. 1 The summary of what he said should not have been shocking;… More >>

  6. August 22, 2022

    I completely understand we are still in the doom and gloom phase of the current economic growth detour. It’s far too early to declare the coast clear from headwinds real and imagined. With Q2 earnings season effectively over, companies fared much better than expected.… More >>

  7. August 15, 2022

    Last week’s report on consumer prices finally gave a little respite to the onslaught of inflation news. The month-over-month change in consumer prices was zero, with a moderation in the year-over-year rate. 1 Energy prices were the main contributor to the easing of… More >>

  8. August 8, 2022

    The latest jobs report for July crushed all estimates. The U.S. economy added 545,000 total jobs last month, with almost every category adding jobs. 12 The number of jobs added per month over the last year has been a remarkable 526,000 on average. 3 This latest… More >>

  9. August 1, 2022

    The U.S. economy posted its second consecutive quarter of negative GDP growth. 1 If you review our Q3 2022 Look Ahead, you can see the outcome was highly predictable. The question is are we in a recession? According to the Bureau of Economic Analysis, an independent… More >>

  10. July 25, 2022

    This week the Federal Reserve will put its’ next installment in place to fight inflation that it mostly can’t impact. They will raise the Fed Funds rate by 75 bps and much of that is to diminish consumer demand in hopes of cooling inflationary pressures. The Fed readily… More >>

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