by John Luke Tyner | May 20, 2022 | Blog, Bonds, Market Updates
* Fed Expected to Hike 50bps at Next Two Meetings. As you can see below, the odds on both are at 100%. Given the persistence of inflation, the Fed has been put into defensive mode (i.e., forcefully tightening policy) even into a growth slowdown. Source: Bianco...
by David Wagner | May 20, 2022 | Blog, Macro Updates, Market Updates
First, I really wanted to touch base after yesterday’s price decline across indices – it was the worst day since June 2020. I know that I have been saying for quite some time that the market will continue to remain volatile until it perceives that we have seen some...
by David Wagner | May 20, 2022 | Blog, Macro Updates, Market Updates
We continue to understand that emotions are heightened in this current market – the volatility is real. Thus, we know that a lot of y’all are focusing on how to help your clients Think Well and we love that. But, being a wildcard, I’m going to take this musing in a...
by David Wagner | May 11, 2022 | Blog, Macro Updates, Market Updates
I’ll start off by reposting JD’s message from the most recent monthly note – it’s a must read on how to mentally handle the current volatility – Thinking Well. Two Parts today: Assessing the Market Carnage and Volatility in the Market, and Some Firepower to Help...
by David Wagner | May 3, 2022 | Blog, Macro Updates, Market Updates
For today’s musing, I’m just going to throw some thoughts out there regarding the current market – so my rants may be all over the place. The end of each day feels as if we are coming out of the boxing ring after a bout with Mike Tyson. The whipsaws in the market, the...
by David Wagner | May 2, 2022 | Blog, Market Updates
Developments Over the Last Month April showers doused bullish sentiment last week as the SPX wrapped up April with an 8.8% decline. This was the worst April return for the index since 1970 and the fourth lowest April return on record. Fear over this week’s FOMC...
