Posts Tagged ‘governors’

VIEW PDF VERSION Markets are at a crossroads With the first quarter of 2022 in the books, here’s the report card: Jobs appear plentiful, while consumers seem to be losing confidence and steam. Inflation is still with us, and the Federal Reserve is raising rates as the economy decelerates. Plus, we still have the Russia-Ukraine…

VIEW PDF VERSION Is the Fed about to go on the offensive in the war against inflation? “Wall Street Worries That Fed Was Behind the Curve on Inflation.” That’s the headline from a Reuters article released Friday — and it sounds an awful lot like what we’ve been saying for a while now. The article…

VIEW PDF VERSION Ukraine situation grows grimmer, oil rise stalls and the markets breathe a sigh of relief More horrific images came out of Ukraine this week, as Ukrainian President Volodymyr Zelenskyy made an impassioned appeal to the U.S. Congress for more aid in his country’s fight against Russia. As we enter the fourth week…

VIEW PDF VERSION Markets have a wild week but still grind lower Monday was ugly as oil touched $130 per barrel. Then Wednesday saw a significant decline in oil, and markets shot up more than 650 points while the Job Openings & Labor Turnover Survey (JOLTS) data showed we are still near record levels of…

VIEW PDF VERSION State of the Union comes and goes while Russia-Ukraine conflict continues with no end in sight The State of the Union address last Tuesday really didn’t provide anything new for the markets to react to (which may be a good thing). President Joe Biden included a rehash of the plan for moving…

VIEW PDF VERSION Russia invades and markets shrug The much-predicted and anticipated invasion of Ukraine finally kicked off last Thursday. Russian forces launched “security operations” after declaring two breakaway regions (Luhansk and Donetsk) in the Donbas “independent.” As soon as these regions were declared independent, they asked for help from Russia to protect them against…

Many of you have already asked about the impact tensions between Ukraine and Russia could have on your portfolio. Here’s what we know so far: The White House early Tuesday indicated the U.S. would impose sanctions on Russia – alongside European nations – as Russian President Vladimir Putin ordered troops into separatist-held portions of eastern…

VIEW PDF VERSION A game of chicken (Kyiv) It’s the worst surprise attack in history that hasn’t happened … yet. It was imminent, inevitable, very high threat, a moment of peril, happening any minute. We told our people to get out, we evacuated and moved our embassy, U.S. Secretary of State Antony Blinken went to…

No end in sight yet The market continued to crawl back in the early part of last week before going into a tailspin following the January CPI reading, comments from the Federal Reserve’s James Bullard and heightened Russia-Ukraine tensions. The much-watched Consumer Price Index (CPI) came in at a year-over-year rate of 7.5%, higher than…

Meta’s faceplant! The market was coming back after its worst month since March 2020 — but then the nascent relief rally received a reality check last Thursday. During the early part of last week, we ripped upward on the back of a strong fourth-quarter gross domestic product (GDP) reading, while blowout earnings from Apple and…