Inflation Realigns to Expectations


August 2021 - Market Update Inflation in July was back in-line with expectations following June's surprises. We're still seeing substantial inflation versus a year ago, but that is to be expected given the economic data from then to now.  Interestingly, used cars (which made up a whopping 50% of June's increase) were [...]

Inflation Realigns to Expectations2021-08-27T03:31:39+00:00

Collecting Social Security:
Don’t Go it Alone!


A recent survey1 on social security conducted by Nationwide revealed some eye-opening stats. Interestingly, of those surveyed, 89% responded they were somewhat confident in their knowledge of social security.  However, when tested on the facts, some serious knowledge gaps emerged along with a general theme of uncertainty.  Here are some of the survey’s [...]

Collecting Social Security:
Don’t Go it Alone!

The Federal Reserve and Inflation Expectations


July 2021 - Market Update These days, everything is about the Fed.  Fed Chairman Powell has continued to defend the Fed's accommodative policy in testimony to Congress.  However, he noted the central bank is keeping a close eye on inflation numbers, which have spiked over the last number of months. The Fed [...]

The Federal Reserve and Inflation Expectations2021-07-23T17:45:08+00:00

Inflation Translation


June 2021 - Market Update It feels good to have a month of relatively slow news, data, and markets. While inflation reports are grabbing the headlines, along with the occasional meme stock and cryptocurrency saga, equity markets have been relatively stable. Short-term bouts of volatility have come and gone in recent months, [...]

Inflation Translation2021-07-23T16:24:54+00:00

Inflation Reheats while Employment Retreats


May 2021 Market Update After a streak of positive jobs data, April’s payroll numbers MASSIVELY missed expectations. The economy adding just 266K jobs during the month vs an expectation of nearly 1M.  In short, this was one of the largest downside misses on record.  The economy is still more than 8 million jobs [...]

Inflation Reheats while Employment Retreats2021-07-23T16:19:28+00:00

March 2021 Market Update


Not A Happy St. Patrick’s Day for Bonds!?Investors with exposure to bonds have been asking two primary questions.  The first centers around whether current interest rate trends will continue.  The second, builds upon the first and relates to future bond return expectations given the current direction of interest rates.Question 1:  Are interest rates going to [...]

March 2021 Market Update2021-03-18T17:08:59+00:00

February 2021 Market Update


Yields Rising Market Diving All eyes are on interest rates as the 10-year Treasury yield continues to grow.  Rates are rising on increasing optimism the pandemic is coming to an end and the economy will return to “normal.”  If true, and the economy begins to gain speed, then the Fed may be forced to [...]

February 2021 Market Update2021-03-01T20:04:08+00:00

January 2021 Market Update


Economic Traction with Fed and Stimulus Action The Federal Reserve Chair Jerome Powell made it clear he will continue to support the bond market, saying "now is not the time" for a discussion to end that help. The Fed further stated that they had learned lessons from the 2013 taper tantrum and would telegraph [...]

January 2021 Market Update2021-01-22T16:04:09+00:00

December 2020 Market Update


Market Rises with No Surprises Global stock markets reached new all-time highs during the month of December, as investor optimism continues to show strength around the world (1). While the stock market is a forward-looking mechanism, the current environment still has plenty of room for recovery. COVID 19 cases continue to peak and set [...]

December 2020 Market Update2020-12-29T16:25:17+00:00

November 2020 Market Update


A Balance of Power and Vaccine Positively Received What’s happening now:  Four major events arrived during November, and their effects were both immediately witnessed and continue to be seen in the markets across the globe. Those four major events are the U.S. elections, promising news of vaccines, another COVID-19 wave accompanied by ensuing shutdowns, [...]

November 2020 Market Update2020-11-25T15:03:37+00:00
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