Where potential opportunities could emerge as market volatility rages. By David Baker, Senior Director, Investment Research.
As US monetary policy continues to tighten to fight inflation, we are keeping a close watch on consumer spending, the job market, and credit markets for signs of a significant
Top-of-mind economic headlines as we start the week: — Sales of new US homes dropped 17% in April 2022 (from March); an eight-month supply of new houses was recently for
Top-of-mind economic news as we start the week: — The S&P 500 stock index flirted with bear market levels — minus 20% since the latest top — on fears of
Top-of-mind economic headlines as we start the week: — The US Consumer Price Index rose 8.3% annualized in April, but that was a 0.2% deceleration from the March rise,&n
Top-of-mind economic news as we start the week: — The Federal Reserve raised its key interest rate by 50 basis points to 1% (up from 0.5%); largest increase in 22 years.
How we’re dealing with jarring market volatility. By David Baker, Senior Director, Investment Research.
The downturn in stock and bond markets is not surprising given tighter monetary policy for the foreseeable future. As investors through full market cycles, we are taking advan
Headlines discussed at LNWM’s Monday morning briefing: — The US economy shrank by 1.4% in the first quarter of 2022 but main causes are received as temporary: 20%