October 26, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance S&P Home price index fell 1.32% month/month. Year/year prices are still up 13% – but housing dynamics have changed with higher mortgage rates. pic.twitter.com/FP8kwZ9LaV — Kathy... Read More →
Market Commentary
Q3 2022
Economy: Surprisingly Strong but Tailwinds Fading Growth has been more resilient than expected this year, despite the steepest Fed hiking cycle on record. Continued growth is a reminder that monetary policy works on a lag… typically taking hold 6-18 months... Read More →
October 18, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Another hot inflation read, this one led by notably higher core inflation. Core inflation up 6.6% & 0.6% on a y/y & m/m basis, respectively. Stock... Read More →
October 12, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Normally a 263,000 gain in new jobs and 3.5% unemployment is great news for the economy. These are not normal times. Labor market not cooling fast... Read More →
October 5, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance Steep declines: "This year’s pullback outpaces steep declines seen during the 2008-2009 financial crisis & the 2020 pandemic, based on the drop in market value of... Read More →