Waiting… and Waiting for the Other Shoe to Drop

Waiting… and Waiting for the Other Shoe to Drop

Weekly Market Commentary What is consumer spending? Loosely defined, consumer spending is the ‘stuff’ we buy. It is the goods and services we purchase. It is groceries, clothes, entertainment, health care, auto repair, insurance, appliances, utilities, wireless...
Price Check

Price Check

Weekly Market Commentary The road to price stability was never expected to be a straight line. The latest numbers show that the road isn’t even paved. Investors hit an unexpected pothole after the U.S. Bureau of Labor Statistics (BLS) reported January’s Consumer...
There is an Election This Year

There is an Election This Year

Weekly Market Commentary Last week, we examined the relationship between interest rates and stocks. This week, we will analyze market performance during presidential election years. So, what might we expect based on historical returns during a presidential election...
Waiting on the Long Awaited Soft Landing

Waiting on the Long Awaited Soft Landing

Weekly Market Commentary Economists have been warning for quite some time that Fed rate hikes will slow economic growth. Whether it results in a soft landing, which is the preferred outcome for investors, or a hard landing (recession), the rate hikes would be expected...
To Measure Inflation, Let Me Count the Ways

To Measure Inflation, Let Me Count the Ways

Weekly Market Commentary Investors eagerly anticipate the government’s monthly release of the CPI (Consumer Price Index). Why? Inflation affects everyone, and investors are no exception. The Federal Reserve’s efforts to curb inflation led to a bear market in 2022....
Steady Freddie Job Growth

Steady Freddie Job Growth

Weekly Market Commentary The U.S. Bureau of Labor Statistics (BLS) reported that nonfarm payrolls rose by 216,000 in December, while October and November were revised down by a total of 71,000. The unemployment rate held steady at 3.7% in December. The economy is...