May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating…
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April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest…
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March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at…
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January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the stock market as measured by the S&P came in strongly…
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Checking in on Inflation We dedicated this week’s episode of Grow Money Business to inflation. A few years ago inflation was incredibly low. Then all of a sudden (aka after $6 trillion in money printing)…
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July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to…
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June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may…
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April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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