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The Economy vs. Interest Rates

Bell Investment Advisors

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? Since prices were reduced but the underlying cash flows haven’t changed, the return on investment going forward should be higher.

Economy 52
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Happy Holidays

Bell Investment Advisors

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Financial markets brought especially nice gifts to the owners of U.S. Sitting alongside strong returns in financial markets is a remarkably strong U.S.

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Client Letter | Better Times Ahead | September 28, 2022

James Hendries

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Investing involves risks including possible loss of principal.

Clients 52
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The Silver Lining of Volatility

Bell Investment Advisors

The volatility which has dogged financial markets this year continued during May. stock market declined for several sessions until it was 5.5% bond market logged its first positive monthly return this year, increasing by 0.6%. Also, when an economy is running too hot, the excess demand creates inflation.

CFP 52
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Bear Market June

Bell Investment Advisors

Additionally, financial analysts expect second quarter corporate earnings to show large domestic companies’ profits growing by 4% for the quarter. Despite what GDP reports may ultimately reveal, current conditions don’t seem to indicate a contracting economy. The post Bear Market June appeared first on Bell Investment Advisors.

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A Winding Road

Bell Investment Advisors

High inflation puts a consistently unwanted pressure on consumers and on the economy in general. Rate increases, however, raise the chance of a recession, a possibility now being priced in to the market as illustrated by September’s market drop. The post A Winding Road appeared first on Bell Investment Advisors.

Economy 52
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Weekly Market Insight – October 10, 2022

Cornerstone Financial Advisory

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. The return and principal value of investments will fluctuate as market conditions change.