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Market Perspectives – July 2022

Engineering an Economic Slowdown   • Interest rate and FOMC headlines continue to rattle the markets, in turn driving investor returns towards Bear-Market territory • Today’s economic environment is the result of FOMC activities during the pandemic two years ago...

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The Morning View: June 30, 2022

Announced this morning, Personal Income increased 0.5% in May, as expected and unchanged from the revised figure from the previous month. Personal Spending increased 0.2% in May, less than expected and the previous month was revised lower; however Real Personal...

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The Morning View: July 13, 2022

Announced this morning, the Consumer Price Index increased 1.3% in June and 9.1% on an annual basis, higher than expected. Monthly prices for Gasoline, up 11.2%, and Utility Gas Service (natural gas), up 8.2%, were again especially strong. The core rate, which...

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Market Update – July 2022

Second Quarter 2022 Investment Commentary • Market performance for a traditional “60/40” balanced portfolio had its worst first half year in modern history, down 16.1%. • The economic backdrop has worsened, with the Federal Reserve aggressively tightening monetary...

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The Morning View: July 8, 2022

In this morning’s data, the economy added 372,000 jobs in June, higher than expected. The Education and Health Services industry was strong, while jobs in Government were weak. The Unemployment Rate held steady at 3.6% and the Labor Force Participation Rate at 62.2%...

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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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