Good Life Advisors – Talking Points – Week 24 Bear Market Bounce or the Start of Something More? US equities finished the week higher, recovering somewhat after sharp losses in the prior week (when the S&P logged its worst weekly performance since March 2020). This recovery came in a relatively catalyst-light…

Good Life Advisors – Talking Points – Week 23 Valuations have compressed dramatically but still doesn’t look cheap. The Fed hiked by 75bp this week, after a hotter than expected May CPI print. The market is increasingly concerned about a policy mistake coming just as the economy slows. Fed chair…

Good Life Advisors – Talking Points – Week 22 Stagflation Fears as Inflation Continued Unabated The biggest economic event of the week was the May CPI report released on Friday morning, which saw a headline increase of 1% m/m against consensus for 0.7%. The y/y figure came in at 8.58%, fractionally…

Good Life Advisors – Talking Points – Week 21 Can the fed engineer a soft landing? Uncertainty is gripping the markets, and no one is really sure what the fed is going to do or how the economy will react.  We end this week with the unknowns. How far will the Fed need…