• The Market Selloff in Context

    The S&P 500 Index officially entered bear market territory last week, driven by concerns of slowing economic growth, persistently high inflation, and the Federal Reserve’s (Fed’s) determination to get it under control.

  • What Should Investors Focus On Right Now?

    Of course, investors are paying attention to how their portfolios are responding to inflation and rising interest rates. However, we believe the U.S. economy continues to show positive economic growth—this should allow stock prices to eventually stabilize.

  • Thoughts on Stubbornly High Inflation and Our Outlook

    Stocks remain under pressure, with concerns centered on stubbornly high inflation. The longer inflation stays high, the more interest rate hikes the Federal Reserve might need to pursue, which could increase the chance of recession and lower corporate profits.

  • Despite Recession Fears, a Path Still Exists for a Soft Economic Landing

    While market concerns remain focused on inflation and recession fears, the incoming data remains consistent with above-trend economic growth, with few odds of a near-term recession.

  • Economic Indicators Remain Positive with Further Signs of Peak Inflation

    While stocks staged a strong rebound last week, we continue to field concerns about the economy, inflation, and Federal Reserve (Fed) interest rate hikes. We have the following observations regarding these concerns.

  • Thoughts on Valuation Compression, Recession Fears, and Market Volatility

    Stocks remain under pressure, and we see two major causes for this. The first is that valuation is compressing as interest rates move higher. The second is that higher interest rates could ultimately slow the economy to the point of recession, which would result in lower corporate profits. These sources of volatility are discussed below.

  • Portfolio Positioning for High Inflation

    Stocks remain volatile due to stubbornly high inflation readings that are leading to higher bond yields and Federal Reserve interest rate hikes. In this environment, we are often asked what an investor can do to protect their portfolio’s future purchasing power.

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