S&P Market Can See Significant Drawdowns, Even as Returns are Up
Volatility is nothing new, and is not all that uncommon
Category Archive for : ‘Market and Economic Commentary’
Fed’s path to cooling inflation continues to loom large
Markets this month were unable to build upon January’s momentum following speculation that the central bank will continue with interest rate hikes. In other contexts, a string of positive economic data, including reports on jobs and retail sales, would provide a tailwind for equities. In these inflationary times, however, the specter of the Federal Reserve’s […]
Weekly Market Commentary – April 14, 2022
April 14, 2022 The consumer price index (CPI) rose 1.2% in March (+8.5% y/y), led by an 18.3% increase in gasoline (+48.0% y/y) and a 1.0% rise in food prices (+8.8% y/y). Ex-food and energy, the CPI rose 0.3% (+6.5% y/y). The price index for durable goods (13.1% of the CPI) fell 0.9% (+17.4% y/y), […]
Weekly Market Commentary – March 18, 2022
March 18, 2022 The conflict in Ukraine remained at the forefront for investors. The Federal Open Market Committee (FOMC) raised rates, but the outlook for further rate hikes is more aggressive. The FOMC raised the target range for the federal funds rate by 25 basis points (to 0.25%-0.50%) and said that it “anticipates that ongoing […]
VIDEO: U.S. Can’t Just ‘Flip a Switch’ and Recover Instantly
As states reopen, many consumers will be reluctant to return to restaurants, sporting events, movies and traveling – areas that have been hit the hardest, says Chief Economist Scott Brown.
Thoughts on the Market: ‘Bear’ing Down on Markets
With the S&P 500 falling 27% from its record-high in February due to the coronavirus outbreak, Raymond James Chief Investment Officer Larry Adam breaks down what it all means, and what we can expect to see as we move closer toward a mild recession.