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Fixed Income Update – Second Quarter 2022

2nd Quarter 2022 Fixed Income Review • Q2 fixed income markets experienced significant negative performance as fixed income assets fell in price and yields rose • The Federal Open Market Committee (FOMC) has now hiked its overnight funds target rate range 150bp over...

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Investment Outlook – Third Quarter 2022

Two Bears in Two Years? On January 3rd of this year, the S&P 500 reached an all-time high and began a decline that on June 13th passed a critical threshold — down 20% from a recent high — and became the twenty-second bear market since 1929.  The previous bear...

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The Morning View: June 23, 2022

In this morning’s data, Initial Jobless Claims were 229,000 for the week ending June 18th, slightly higher than expected.  In addition, Continuing Claims were 1,315,000 for the week ending June 11th, which is slightly less than expected.  Overall, despite slight...

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The Morning View: June 10, 2022

Announced this morning, the Consumer Price Index increased 1.0% in May and 8.6% on an annual basis, more than expected.  Monthly prices for Fuel Oil, up 16.9%, Utility Gas Service (natural gas), up 8.0%, and Gasoline, up 4.1%, were all strong.   Prices for Used Cars...

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Market Update – June 2022

A Month At A Glance • Both equities and fixed income were positive (barely) in May—the first time since last summer • US core bonds gained 0.6% in May, notching their first positive month this year • A weaker dollar helped foreign equities outpace US stocks by a...

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The Morning View: June 3, 2022

In this morning’s data, the economy added 390,000 jobs in May, more than expected.  The Transportation & Warehousing industry was strong, while the Retail Trade and Motor Vehicle and Parts industries were relatively weak.  The Unemployment Rate held steady at 3.6%...

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Market Perspectives – June 2022

Bridging Troubled Markets • Weighing the impact of monetary policy tightening efforts and its impact on market emotions • Discussion of the primary dislocations in the market economy and their impact on inflation • Gauging the strength of the continuing post-COVID...

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The Morning View: May 27, 2022

Announced this morning, Personal Income increased 0.4% in April, lower than expected, and Personal Spending increased 0.9% in April, more than expected and the previous month was revised three tenths higher to 1.4%. Real Personal Spending, which accounts for...

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The Morning View: May 17, 2022

In this morning’s data, Retail Sales for April increased 0.9% for the month, a bit less than expected, but the previous month was revised considerably higher. Motor Vehicle & Parts Dealers were strong rebounding from the previous month, while Gasoline Stations...

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The Morning View: May 11, 2022

In this morning’s data, the Consumer Price Index increased 0.3% in April and 8.3% on an annual basis, more than expected. Monthly prices for Transportation Services, up 3.1%, and Utility Gas Service (natural gas), also up 3.1%, were strong while Gasoline prices were...

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