Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Volatility is. It’s being fueled by the Federal…
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Are Fed Actions Working? Parsing the New Data
After April’s downturn, the first two weeks of May have not seen substantial improvement. By Thursday, May 12, markets were dangerously close to bear territory. The Fed enacted a 50-basis point increase in the Fed…
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May Market Commentary: The Fed Owned It, But Can They Control It?
April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption…
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What’s Driving the Recent Volatility? A Quick Guide
The Federal Reserve has been very clear about its intentions to move more aggressively in fighting inflation. It currently defines “more aggressively” as a likely series of 50 basis point rate hikes, beginning with the…
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What’s the Fed Up To? Rates, Inversions, and Quantitative Tightening
The U.S. Treasury yield curve inverted last week. An inversion is when the shorter-term yield in a pair of U.S. Treasury maturities is higher than the longer-term yield, reversing or inverting the normal relationship. The…
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The Federal Reserve vs. Inflation: Round One
Wednesday’s long-anticipated announcement by the Federal Reserve that the key Fed funds rate would increase by 25 basis points and the accompanying statement by Chairman Powell had the immediate impact of reassuring the markets. St….
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GMB Ep #105: All About Inflation
Inflation From October 2020 to October 2021, the Consumer Price Index for All Urban Consumers grew by 6.2 percent, which according to the Bureau of Labor Statistics, was the most significant 12-month gain since November…
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Market Update: Q3 2021
Market Update Q3 2021 Even though the delta variant has many areas reconsidering reopening & masking protocol, the world’s economic rebound is in full force. The U.S. economy added 943,000 jobs in July, unemployment fell…
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GMB Ep #77: Investing in an Inflationary Environment
Last week, The Bureau of Labor Statistics released some metrics that indicate we might be experiencing a higher rate of inflation than the federal reserve and other stakeholders have been expecting. We dedicated today’s episode…
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