March 2023 Silicon Valley Bank (SVB) is the 16th largest in the U.S., with $209 billion in assets as of Dec. 31. It is by far the biggest bank to fail since [...]
November 2022 - Market Update Recent positive economic developments include third quarter GDP rising at a 2.6% annualized rate.1 Also, inflation is showing some signs of slowing, with the yearly change in [...]
October 2022 - Market Update Another hot inflation report from September shows the Fed has a long road ahead to get inflation under control. The Consumer Price Index rose 0.4% for the [...]
September 2022 - Market Update August’s inflation surprised economists and the markets, and not the good kind of surprise. Lower gas prices helped somewhat, but the overall Consumer Price Index rose 0.1% [...]
August 2022 Overview: In the second quarter, the US economy shrank at a 0.9% annualized rate, making it the second decline in a row and propelling the debate of if the economy [...]
July 2022 - Market Update Inflation ticked up once again in June, with the Consumer Price Index increasing 9.1% from the year prior, up from May’s 8.6% increase.1 Price increases were spread [...]
March 2022 - Market Update Inflation has yet to show signs of slowing as February’s Consumer Price Index notched another multi-decade high with prices increasing 7.9% over the last year and 0.8% [...]
March 2022 Summary: As the Russia invasion of Ukraine escalates, we examined prior geopolitical events to provide historical context. While no two geopolitical events are the same, some caused temporary periods [...]
February 2022 - Market Update Inflation notched up AGAIN in January with the Consumer Price Index showing prices increased 7.5% over the past year and 0.6% over December.1While the price increases were broad-based [...]
January 2022 Summary: If we only evaluate other rate hikes, current market volatility may continue until after the Fed’s first rate hike. Although bond values and interest rates move inversely, owning [...]
January 2022 - Market Update The news that dominated 2021 continues to be the primary focus in 2022. And, unfortunately, it will remain the case for at least the first quarter. The [...]
December 2021 - Market Update The big news: the Federal Reserve announced a widely expected acceleration in tapering to fight the elevated levels of inflation we have seen over the past 8 [...]
