Inflation, Employment, Interest Rates, The Fed, And The Markets
Inflation has been falling, unemployment has been steady, and the stock market has been rising. What will the Fed do, and what does that mean for the investment markets? JP Morgan, one of the Portfolio Strategists we utilize for client accounts, wrote the following in their Weekly Market Recap today..
[Read more…]Clark Capital Quarterly Economic and Market Review and Outlook
Clark Capital, one of the Portfolio Strategists we utilize for client accounts, has posted their views of the economy and markets using their five stock market gauges.
In a video Glen Dorsey and Pete Eisenrich review their views on the economy and markets now and their outlook for the future.
Click HERE to view Clark Capital’s Quarterly Economic and Market Review and Outlook.
The “Artificial” Magic in the Stock Market Rally
The S&P 500’s nearly 17% year-to-date total return masks the uneven and narrow market participation. With a slowing economy and ongoing high inflation, equity markets could prove more challenging in the second half of the year. The July edition of “On The Mark,” explains the implications of concentrated returns and cautions investors to be mindful of what they own.
[Read more…]Inflation Falls Again In June
Employment Cooling
Last week the unemployment numbers were released by the Commerce Department for the month of June. JP Morgan, one of the Portfolio Strategists we utilize for client accounts, discussed in their Weekly Market Recap today about how the jobs market, which has remained strong despite rising interest rates, may be beginning to cool…
[Read more…]Mid Year Outlook
I would like to share with you a video from Christian Chan, Chief Investment Office of AssetMark, sharing a Mid Year Outlook…
[Read more…]Happy Independence Day!
Hope you all have a joyous celebration of 247th anniversary of our country’s independence!
LEI Declines Again In May… Conference Board Calls For Recession in Third Quarter
Avoiding a “Self-inflicted Recession”
Many economists think a recession is probably in the coming year. Investors are filled with worry about what that may mean for their investments, their long term goals, and whether they should make portfolio adjustments. This month’s issue of “On The Mark” talks about these concerns and encourages investors to avoid a self-inflicted recession.
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