Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: December 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: November 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: October 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: September 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: August 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Month-in-Review: July 2022
While markets reversed their downward trend for the month, inflation did not reverse its grind higher with CPI hitting the highest level in more than 40 years. As the inflation keeps climbing and the Fed has raised rates to combat this, labor markets have begun to show signs of loosening with jobless claims ebbing up. Check out the latest Month in Review.
Q2 2022 Quarterly Client Update
With inflation at multi-decade highs and inflation expectations inching up, the Fed has reprioritized its focus from supporting growth to quickly taming inflation. The Fed has stated (unequivocally, to our ears) that they would gladly risk a recession now via restrictive policy to avoid the bigger risk of higher and more entrenched inflation later. This is the right long-term policy, but means that economic growth will slow in the near term.
Month-in-Review: June 2022
With the Fed attempting to reign in overheating inflation via increasing interest rates, consumers begin to feel the pressure of the tightening financial conditions. The University of Michigan’s Consumer Sentiment Survey reached its lowest level in history. Check out the latest Month in Review.
Month-in-Review: May 2022
As the month went on, the volatility continued, but risk assets went on a final run towards the end of the month with almost all asset classes ending in the green for May. Check out the latest Month in Review.