Good Life Advisors – Talking Points – Week 27 PUBLISHED JULY 18, 2022. Two recession indicators are battling it out. The 10-year minus 2-year yield ended this week squarely in the “recession coming” area at a negative 20 bps. While the 10-year minus Fed funds isn’t even close to being…
Good Life Advisors – Talking Points – Week 25 Halfway Through the Year July 4th weekend marks the halfway point of what is shaping up to be a tough year. The 60/40 portfolio is currently down double digits for the 1st time since 2008. The S&P 500 total return closed…
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…
Good Life Advisors – Talking Points – Week 20 Growth Stock Beatings Will Continue Until Valuation Morale Improves The S&P 500 closed Friday down 18.66% since its all-time closing high on January 3rd (4796). This marked its seventh straight weekly decline, its longest since 2001. The Dow capped an…
Good Life Advisors Talking Points – Week 19 Please Join us Thursday The WAM team will be hosting an investment call this Thursday, May 19th at 1pm EST to discuss the macro factors leading up to this recent market shift, our expectations for the capital markets, the changes have been…
Good Life Advisors – Talking Points – Week 18 Don’t Fight The Fed Interest rates dominated the markets this week as the May FOMC meeting ended with a 50 bp rate hike, as expected, while the Fed also announced the start of a June balance sheet drawdown. The highlight of the meeting was Chair…
Good Life Advisors – Talking Points – Week 17 An April sell-off in tech stocks deepened Friday, dragging the Nasdaq to its worst monthly performance in more than a decade, as soaring inflation and rising interest rates fanned worries of a recession. The broad selloff has erased trillions of dollars…
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