It appears the Federal Reserve is determined to crash the economy in order to stamp out inflation. They will likely succeed, but at what cost? In the face of an already-slowing economy, the Fed pushed its Fed Funds rate higher by another 0.75% on September 22nd...
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This is an especially tricky time for the markets. The conditions that led to the tremendous run up in asset prices (low interest rates and inflation, combined with strong growth) have now flipped. Inflation is running hot, and the Fed is scrambling to raise rates...
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Inflation and rising interest rates are putting downward pressure on stocks and bonds. It is too early to tell if this is the start of a larger inflation and interest rate cycle, or just a correction from the pandemic-induced extremes. Either way, stock prices will...
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Recent stock market volatility may be with us for a while as inflation and geopolitical events continue to capture headlines. Positioning portfolios to weather the inevitable storms is the key to success. Investing in the stock market can lead to losses, or so the widely-used disclaimer...
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Global stock markets have continued their rise despite a recent pullback. The S&P 500 was up over 6% in first quarter, and the U.S. small company Russell 2000 index was up over 12%. Stocks were arguably ripe for a pullback, given buoyant investor sentiment. One indicator—the...
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Recently, there has been conversation and controversy regarding the economic value of aligning your investments with your values. It is no secret that the public securities markets, like other capitalistic industries, seeks to interest new clients with promotional material that distinguishes it from consumer’s other...
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The stock market finished 2020 in a strong uptrend, and this trend has continued into the early trading days of 2021. It is said that the market climbs a wall of worry, but with a surging pandemic, dramatic economic dislocation, and violent political unrest, this...
Read MoreOctober can be a dangerous month for stocks, but half-way through the month stocks have barely flinched. Meanwhile, parts of the economy like manufacturing and housing are enjoying a V-shaped recovery. As we enter the final quarter of the year, economic momentum has slowed from its...
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Commercial real estate like shopping malls and multi-tenant office buildings have taken the brunt of the pandemic. At the same time, demand for industrial and warehouse space needed to serve rapidly-growing online commerce is surging. As is essential retail like grocery and home improvement centers,...
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Major technology companies like Amazon, Apple, and Google have surged after the Covid-sparked market drop earlier this year. In fact, the stocks of these companies are now significantly higher than before the pandemic struck. The S&P 500 index consists of roughly 500 major U.S. corporations and...
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