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Weekly Chartbook

By: Aaron Lang - Portfolio Analyst

October 13, 2021

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Market Performance For The Prior Week



Source: YCharts
Disclaimer: Past performance is no guarantee of future performance

The Good News

Shipping costs are getting better 

And people are still financially healthy enough to quit

And maybe openings are beginning to decline?

The Bad News

The jobs report was far below expectations

And the participation rate has yet to pick up

While wage increases seem to be sticky

Putting the Fed in a tough spot. And there’s officially a new worry out there. 

The State Of The Market

Inflation and the expectation of Fed tapering soon has lifted yields

Which has impacted the S&P during the shorter term. But it’s not a perfect relationship.

Financials, Energy, and Commodities have been the winners from this rate increase

But all eyes are on earnings as we enter earnings season. Companies are expecting slower growth.



But also pay attention to margins. Can companies successfully pass on price increases? They have so far.

Which is all resulting in lower expectations for 2022

Charts Of The Week

Disclosure

Clear Rock Advisors, LLC is registered with the SEC as a registered investment advisor with offices in Texas. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Clear Rock Advisors, LLC) or any investment-related or financial planning consulting services will be profitable, equal any corresponding indicated historical performance level(s), or prove successful. It remains the client’s responsibility to advise Clear Rock Advisors, LLC, in writing, if there are any changes in the client’s personal/financial situation or investment objectives for the purpose of reviewing, evaluating or revising Clear Rock Advisors, LLC’s  previous recommendations and/or services, or if the client would like to impose, add to, or modify any reasonable restrictions to Clear Rock Advisors, LLC’s services. A copy of Clear Rock Advisors, LLC’s current written disclosure statement discussing its advisory services and fees are available upon request.