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The Morning View: March 24, 2022

In this morning’s data, Initial Jobless Claims were 187,000 for the week ending March 19th, lower than expected and at levels not seen in decades. Continuing Claims were 1,350,000 for the week ending March 12th, also lower than expected and less than the previous...

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Market Perspectives – March 2022

An Anniversary of Sorts • Discussion of the impact of early pandemic monetary and fiscal policy changes two years ago that led to our current inflationary concerns • Analysis of correlation of near-zero interest rate changes with inflation fears and the market...

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The Morning View: March 10, 2022

In this morning’s data, the Consumer Price Index increased 0.8% in February and 7.9% on an annual basis, as expected but again higher than the previous month. Monthly prices for Fuel Oil, up 7.7%, and Gasoline, up 6.6%, were strong while Electricity prices were weak....

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Monthly Market Update – March 2022

March 2022 A Month At-A-Glance • Both equities and fixed income posted losses for the second straight month • Russia’s invasion of Ukraine stoked volatility and injected significant geopolitical uncertainty into the market • Oil prices eclipsed $100 a barrel—its...

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Research Update: Russia’s Assault on Ukraine

BY: FRANK HOSSE Director of Investments – Argent Trust Company  |  615.385.2720 It was only a month ago that equity strategy group decided to reduce its overweight position to equity. The underlying circumstances around any market volatility always differ, but they...

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The Morning View: March 4, 2022

Announced this morning, the economy added 678,000 jobs in February, more than expected.  The Leisure and Hospitality industry was again strong, adding 179,000 jobs, as individuals came back to work especially at Food and Drinking places.  The Unemployment Rate ticked...

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The Morning View: February 25, 2022

In this morning’s data, Personal Income was flat at 0.0% in January, higher than expected, and  Personal Spending increased 2.1% in January, also higher than expected and a rebound from the negative reading the previous month.  Meanwhile, the PCE Deflator, a key...

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The Morning View: February 16, 2022

Announced this morning, Retail Sales for January increased 3.8% for the month, much higher than expected. Non-Store retailers, Department stores, and Furniture stores were all strong were strong, while Gasoline stations were weak. Non-store retailers were up 14.5% in...

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The Morning View: February 10, 2022

Announced this morning, the Consumer Price Index increased 0.6% in January and 7.5% on an annual basis, more than expected. Monthly prices for Fuel Oil, up 9.5%, and Electricity, up 4.2%, were strong while prices for Gasoline were weak. The core rate, which excludes...

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Monthly Market Update – February 2022

February 2022 A Month At-A-Glance • Volatility picked up in January resulting in negative returns for both equities and fixed income. • Fed Chair Jerome Powell has become increasingly hawkish over the last two months as inflation has continued to run at 40-year highs....

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