by Matt Bradley | Oct 17, 2022 | Peloton Updates, Quarterly Recap |
Stocks continued to struggle in Q3 for all the same reasons the first half was rough. If anything, Federal Reserve Chair Powell and his colleagues doubled down on their hawkish messaging last quarter. We said throughout the first six months that the market pullback...
by David Morrison | Sep 13, 2022 | Economics & Capital Markets, Peloton Updates |
The U.S. Bureau of Labor Statistics released the Consumer Price Index (CPI) for August and reported higher than expected inflation. Headline inflation rose 8.3% year over year, while Core CPI (ex-food and energy) increased 6.3%. Month over month numbers also increased...
by Steve Carr | Aug 17, 2022 | Investing, Peloton Updates, Tax, Wealth Planning |
Most financial advisors today recommend mutual funds and ETFs for their clients’ investment portfolios. Advisors tend to regard stocks as too risky for their clients, by which they mean the prices of individual stocks are too volatile. Moreover, learning to value an...
by Matt Bradley | Jul 14, 2022 | Peloton Updates, Quarterly Recap |
U.S. stock market indexes turned in the worst first half of the year since 1970. During the second quarter, the selloff intensified as overall sentiment became extremely negative and fear of Fed-induced recession spread. The S&P 500 finished June down nearly 20%...
by David Morrison | Jun 16, 2022 | Economics & Capital Markets, Peloton Updates |
In response to higher-than-expected inflation and rising inflation expectations, the Federal Reserve raised its benchmark interest rate 0.75% in its largest increase in nearly 30 years. Fed Chairman Jerome Powell announced the committee’s decision and provided...
by Steve Carr | May 16, 2022 | Economics & Capital Markets, Peloton Updates |
“Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” – Milton Friedman How We Got Here There is only one threat driving the sharp correction in...
