As Inflation Narrows the Fed Gains Arrows
September 2021 - Market Update Inflation remains the topic-du jour after a lower than expected August Consumer CPI report of 0.1% (vs an expected 0.3%). Will inflation start falling or remain stubbornly [...]
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 [...]
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 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 [...]
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 [...]
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 [...]