Weekly Bottom Line
U.S. headline retail sales beat expectations in March, advancing for a second consecutive month. The strong showing bolstered the case for a delayed start to the Fed’s interest rate cutting cycle. Comments from senior Federal Reserve officials has the timing of possible interest rate cuts in question amid signs of persistent strength in the U.S. […]
The Ever-Changing Market Narrative
Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary policy backdrop. Signs of sticky inflation and a resilient economy, including a strong labor market, have underpinned the change in expectations. Yields have reacted by rerating significantly higher this month, while stocks have pulled back from overbought conditions. Technical damage […]
April 2024 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in March 2024.
March 2024 Market and Portfolio Video Update
Wes Johnson, CFP® discusses the markets and what we did in our clients portfolios in February 2024.
February 2024 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in January 2024.
January 2024 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in December 2023.
December 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in November 2023.
November 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in October 2023.
October 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in September 2023.
September 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in August 2023.