Inflation on the Way?

Where is inflation headed?  Price increases have been muted since the 1990s – and have hovered below the Federal Reserve’s 2.0% target since it was set in 2012. Yet news that wages bumped up 2.9% in January, the fastest pace since 2009, jangled market nerves and set off more than a 650-point drop in the Dow in early February.

Tariffs, Market Volatility, And Your Portfolio

On March 1, President Trump announced that he would impose a 25% tariff on steel and 10% on aluminum, following a Commerce Department report that warned that reliance on imported steel was undermining American security. The announcement set off a 420 point drop in the Dow Jones on Thursday. There will be winners and losers […]

Can There Be A Bear Market When The Economy Is In Such Good Shape?

Given the recent volatility in equities, investors remain concerned about whether we are on the cusp of a bear market.  A recent report by Alejandra Grindal of Ned Davis Research examines whether we are likely to experience a bear market given the recent signs of a robust economy.  Her work suggests the global economy is […]