Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain. Powell is likely making these warnings based on the arcane, clunky relationship between inflation and unemployment. The key to get

The difficult 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. While we got some welcome news in Friday’s jobs report, more evid

Investors cheered the two better-than-expected inflation reports last week, pushing the S&P 500 to 16% above its June 16 low and only 11% below its all-time high. After this rebound, the key question investors are asking is whether this is a bear

Like most other fixed income markets, the emerging market debt (EMD) indexes are off to one of their worst starts to a year with the Bloomberg EM USD Aggregate index down close to 15% (through Aug 8). While interest rate policy in the U.S. has negati

Index Performance

U.S. Equities Higher

The major market indexes finished the month well into the green. A sharp rebound for stocks in July came as expectations concerning slowing growth has some investors bel

The market pundits remain intensely focused on the question of whether the U.S. economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. While Friday’s strong job

That was quite a week. These days a Federal Reserve (Fed) policy meeting alone gets a lot of headlines and has market participants on the edge of their seats. Add to that the second straight quarter of negative gross domestic product (GDP) growth tha

For the past year, supply-related problems contributed more to inflation than demand-related imbalances, but that may be changing soon. There are at least three factors that could change the course of inflation. First, the improvement in shipping and

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis li

The consumer price index (CPI) is scheduled to be released on Wednesday and it is widely expected that the headline inflation number will again resemble consumer price increases last seen in the early ‘80s. Currently, consensus expectations are