Weekly Commentaries
AE Wealth Management: Weekly Market Insights | 4/10-4/16/22
VIEW PDF VERSION Markets struggle as inflation continues its upward climb Inflation is not going anywhere soon Despite the shorter trading week thanks to the Good Friday holiday, the markets managed to pack five days of pain into four. All three major indices lost ground: the Dow dropped 0.78%, the S&P 500 2.13% and the…
AE Wealth Management: Weekly Market Insights | 4/3-4/9/22
VIEW PDF VERSION The market starts to ponder higher rates Last week, markets were jarred by comments from Lael Brainard, one of the Federal Reserve’s most dovish members, who said the Fed needed to move more aggressively in unwinding its balance sheet to combat inflation. The release of the Fed’s minutes from its March meetings…
AE Wealth Management: Weekly Market Insights | 3/27-4/2/22
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…
AE Wealth Management: Weekly Blog Insights | 3/20-3/26/22
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…
AE Wealth Management: Weekly Blog Insights | 3/13-3/19/22
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…
AE Wealth Management: Weekly Blog Insights | 3/6-3/12/22
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…
AE Wealth Management: Weekly Market Insights | 2/27-3/5/22
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…
AE Wealth Management: Market Minute Blog | 3/2/22
The 2022 State of the Union address didn’t offer anything new regarding relief from higher energy prices or soaring inflation, support for Ukraine, or new government spending other than a re-hash of the Build Back Better agenda. Meanwhile, oil cracked $110 per barrel before easing back to about $108 per barrel, a significantly higher number…
AE Wealth Management: Weekly Market Insights | 2/20-2/26/22
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…
AE Wealth Management: Market Minute Blog | 4/22/22
Markets declined Thursday and Friday after Federal Reserve Chairman Jerome Powell confirmed the Fed’s intention to raise interest rates by 50 basis points at its next meeting in May. At the same meeting in May, a winddown of the Fed’s massive $9 trillion balance sheet will also be detailed. Higher interest rates meant to tame…