article thumbnail

Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

article thumbnail

Weekly Market Insights – March 13, 2023

Cornerstone Financial Advisory

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. The experience works on your computer, but you can also download the app to experience Google Arts & Culture on the move. a Registered Investment Advisor.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Three Factors That Could Change the Course of Inflation | Weekly Market Commentary | July 25, 2022

James Hendries

However, the nagging persistence of some consumer prices or the rising risk of a contracting economy might change the plans for the Fed. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

article thumbnail

Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So this is a simple CRM system that’s just for the business of being a financial advisor. RITHOLTZ: Right. The vest is the new uniform. RITHOLTZ:” Right.

article thumbnail

Federal Reserve Preview: Trick or Treat? | Weekly Market Commentary | October 31, 2022

James Hendries

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

article thumbnail

Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Click here to download a PDF of this report. Conclusion.

article thumbnail

Getting Jobs Market Back into Balance | Weekly Market Commentary | September 12, 2022

James Hendries

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.