So Much for a Soft Landing September 23, 2022 Weekly Update Dan Wiener, federal reserve, inflation, stock market, Weekly Update Please note: This update was prepared on Thursday, September 22, 2022, prior to the market’s close. Wild market swings following news we knew was coming? Call it just another day in the market. U.S. stocks yo-yoed in the final hours of Wednesday's trading day after the Federal Reserve announced another interest-rate hike, … Read Morekeyboard_arrow_right
So Much for a Soft Landing September 22, 2022 Weekly Update Dan Wiener, federal reserve, inflation, stock market, Weekly Update Wild market swings following news we knew was coming? Call it just another day in the market. U.S. stocks yo-yoed in the final hours of Wednesday's trading day after the Federal Reserve announced another interest-rate hike, with major indexes closing nearly 2% down after rallying during Fed Chair Jerome Powell’s press conference … Read Morekeyboard_arrow_right
Inflation Curbs Market Enthusiasm September 16, 2022 Weekly Update Andrew Busa, federal reserve, Jeff DeMaso, stock market, Weekly Update Please note: This update was prepared on Thursday, September 15, 2022, prior to the market’s close. It’s amazing the difference one half of a percentage point makes on Wall Street. Tuesday morning, traders were greeted with a report that core inflation (which excludes often-volatile food and energy prices) rose 0.6% in August. … Read Morekeyboard_arrow_right
Inflation Curbs Market Enthusiasm September 15, 2022 Weekly Update Andrew Busa, federal reserve, Jeff DeMaso, stock market, Weekly Update It’s amazing the difference one half of a percentage point makes on Wall Street. Tuesday morning, traders were greeted with a report that core inflation (which excludes often-volatile food and energy prices) rose 0.6% in August. This higher-than-expected read was not what they’d been hoping to see, and it sparked a broad … Read Morekeyboard_arrow_right
Inflation Hawks on the Warpath September 8, 2022 Weekly Update Charlie Toole, Diana Linn, federal reserve, HSA, stock market, Weekly Update Please note: This update was prepared on Thursday, September 8, 2022, prior to the market’s close. Major U.S. stock indexes broke a brutal three-week losing streak with a sharp rally on Wednesday. The day’s turn pivoted on falling oil prices and hints of continued growth in the service sector, the largest portion … Read Morekeyboard_arrow_right
Inflation Hawks on the Warpath September 8, 2022 Weekly Update Charlie Toole, Diana Linn, federal reserve, HSA, stock market, Weekly Update Major U.S. stock indexes broke a brutal three-week losing streak with a sharp rally on Wednesday. The day’s turn pivoted on falling oil prices and hints of continued growth in the service sector, the largest portion of our economy. The big unknown, of course, remains inflation, and worries over its trajectory have … Read Morekeyboard_arrow_right
Do Policymakers Care About Your Portfolio? September 1, 2022 Weekly Update Andrew Busa, federal reserve, Jeff DeMaso, stock market, student loans, Weekly Update It has often been said that the Federal Reserve doesn’t care about your portfolio. Last Friday’s comments from Fed Chair Jerome Powell may have proved the point. Powell’s much-anticipated speech in Jackson Hole, Wyoming, while short, was dissected for every bit of nuance. Wall Street traders came to a bearish conclusion: Powell … Read Morekeyboard_arrow_right
Do Policymakers Care About Your Portfolio? September 1, 2022 Weekly Update federal reserve, Jeff DeMaso, stock market, Weekly Update Please note: This update was prepared on Thursday, September 1, 2022, prior to the market’s close. It has often been said that the Federal Reserve doesn’t care about your portfolio. Last Friday’s comments from Fed Chair Jerome Powell may have proved the point. Powell’s much-anticipated speech in Jackson Hole, Wyoming, while short, … Read Morekeyboard_arrow_right
Chart of the Week: How the Bond Market Prices In Fed Policy July 29, 2022 Bonds bonds, Chart of the Week, federal reserve, Jeff DeMaso Traders and investors spend a lot of energy trying to predict the Federal Reserve’s actions. The Fed also spends a fair amount of effort telegraphing what it is planning to do; an unwritten policy is to try to avoid “surprising” the market. The result? By the time the Fed acts, bond … Read Morekeyboard_arrow_right
Inflation Ups Pressure on Fed To Make Historic Hike July 15, 2022 Weekly Update Charlie Toole, Earnings season, employee benefits, federal reserve, inflation, recession, stock market, stock options, Weekly Update Please note: Beginning today, Adviser’s Week in Review will arrive in your inbox on Fridays instead of Mondays! We’ve made the change so that you can have our updates and insights to add to your weekend reading pile to prepare for the week ahead. Here are the themes that matter this week: … Read Morekeyboard_arrow_right
Inflation Ups Pressure on Fed To Make Historic Hike July 14, 2022 Weekly Update Charlie Toole, Earnings season, employee benefits, federal reserve, inflation, recession, stock market, stock options, Weekly Update Please note: Beginning today, Adviser’s Week in Review will arrive in your inbox on Thursday afternoons instead of Fridays! We’ve made the change so that you can have our updates and insights a day earlier each week. Here are the themes that matter this week: Inflation hit 9.1% in June, exceeding … Read Morekeyboard_arrow_right
Slouching Into Summer July 5, 2022 Weekly Update bear market, consumer, consumer spending, federal reserve, inflation, Jeff DeMaso, recession, stock market, Weekly Update Please note: This update was prepared on Friday, July 1, 2022, prior to the market’s close. At the close of the year’s first half, consumer and investor pessimism reigned. The four-day, 3%-plus decline in the S&P 500 to close out June was a reminder that big questions about the economy are looming … Read Morekeyboard_arrow_right