Weekly Commentaries
AE Wealth Management: Market Minute Blog | 2/22/22
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…
AE Wealth Management: Weekly Market Insights | 2/13-3/19/22
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…
AE Wealth Management: Weekly Market Insights | 2/6-2/12/22
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…
AE Wealth Management: Weekly Blog Insights | 1/30-2/5/22
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…
AE Wealth Management: Weekly Blog Insights | 1/22-1/29/22
The markets take a wild ride! The market continued its volatile ride last week, with massive swings before and after the Federal Reserve’s announcement. (More on that below.) We had major gyrations as various factors weighed on a market that’s desperately seeking consensus. After wiping out a 1,000-point drop on Monday, the wildness continued with…
AE Wealth Management: Weekly Market Insights | 1/16-1/22/22
Market volatility continues as Fed tightening looms Despite a holiday-shortened week, the market managed to do a significant amount of damage last week. The yield on the 10-year Treasury approached 1.9% before cooling off to 1.75%, but it’s still a lot closer to 2% than not. All this forced technology stocks into a tailspin, with…
AE Wealth Management: Weekly Blog Insights | 1/9-1/15/22
Inflating Inflation Inflation numbers keep setting the wrong kinds of records. Last week’s inflation data showed consumer prices rose 7.0% over the past year, the largest 12-month gain since June 1982. Core inflation — which doesn’t include food and energy — rose 5.5%, the most since 1991, while core producer prices were up 9.7% year…
AE Wealth Management: Weekly Blog Insights | 1/2-1/8/22
New year, old problems — and same solutions The first trading week of 2022 was not a good one. The initial few days were pretty good as we returned to work after the holidays, with markets posting new record highs. Then Wednesday rolled around and the Federal Reserve released the minutes from its final meeting…
AE Wealth Management: Weekly Market Insight |12/26/21-1/1/22
One more gift in Santa’s bag A “Santa Claus rally” pushed the S&P 500 to another record high last week. Waning fears over the omicron variant appeared to spur the increase, even as daily COVID cases hit their own record high. So far, it seems hospitalization rates remain contained, and the CDC reduced the recommended…
AE Wealth Management: Market Minute Blog | 2/24/22
The Impact of Russia/Ukraine Conflict on U.S. Markets After weeks of building tension, Russia has launched an offensive operation in Ukraine. Putin set the stage by announcing the “independence” of two rebel-held areas in Ukraine, then declared he would defend their independence against Ukrainian aggression. The declaration was merely a pretext for Russia’s wider foray…