Ukraine Tensions & Fed Policy
The two primary forces affecting markets right now seem to be the Ukraine crisis and Fed policy. Inflation reared its ugly head again...
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Scott Poore, AIF, AWMA, APMA
- Feb 18
- 6 min
Inflation Rising While Policymakers Remain Uncoupled
At this point, I feel like we're living in some kind of weird paradox where the obvious seems so shocking when stated aloud. Inflation...
Scott Poore, AIF, AWMA, APMA
- Feb 14
- 2 min
Inflation, The Fed, & War Drums
Last week, inflation rose to the higher levels in over 40 years. For the 9th time in last 11 releases, the Consumer Price Index release...
Scott Poore, AIF, AWMA, APMA
- Feb 11
- 6 min
Inflation Still Hot. Does The Fed React?
Update: Since our original posting, it would appear that the Fed has called an "expedited, closed" meeting for Monday, February 14th at...
Scott Poore, AIF, AWMA, APMA
- Feb 7
- 2 min
Jobs Data Leaves Door Open For The Fed
Talking heads from the White House to Wall Street spent most of the week trying to get ahead of the expected bad print for January jobs. ...
Scott Poore, AIF, AWMA, APMA
- Feb 4
- 6 min
Jobs Data, Shipping, & Oil
In honor of rising inflation, lately I've been listening to some of my favorite tv show themes from the '70s & '80s on Spotify. One tv...
Scott Poore, AIF, AWMA, APMA
- Jan 31
- 2 min
Battle Ongoing Between Fed & Investors
We saw the markets respond to the end of QE in 2014 with a temporary sell off that resulting in the S&P 500 Index moving lower by 7.6%. ...
Scott Poore, AIF, AWMA, APMA
- Jan 28
- 3 min
Fed Policy Confuses & Markets Throw Tantrum
Equity markets have not taken kindly to current Fed policy and the broad index is down about 10% from January 4th highs. We believe that...
Scott Poore, AIF, AWMA, APMA
- Jan 24
- 2 min
Fed Policy, Inflation, & Expensive Equities
For the time being, the fundamentals seems to have taken a back seat to Fed policy and rising inflation. The economic data, for the most...
Scott Poore, AIF, AWMA, APMA
- Jan 18
- 2 min
Markets Grappling With Fed Policy
For the 2nd consecutive week, investors struggled to digest comments from the Fed. In his testimony on Tuesday before the Senate, Fed...
Scott Poore, AIF, AWMA, APMA
- Jan 14
- 4 min
The Fed Giveth, And The Fed Taketh Away
The primary concern among investors at this point is a Fed policy mistake. In our view, that ship may have already sailed. One of my...
Scott Poore, AIF, AWMA, APMA
- Jan 7
- 6 min
Market Musings, 2022 Outlook Edition
Given the start to a new year, we're taking this opportunity to release our Market Outlook for 2022 in place of our normal Market Musings...
Scott Poore, AIF, AWMA, APMA
- Dec 13, 2021
- 3 min
It's The Most Wonderful Time Of The Year
Fears over the Omicron have eased as positive data out of South Africa is proving the variant much less deadly than it's predecessor...
Scott Poore, AIF, AWMA, APMA
- Dec 10, 2021
- 5 min
All I Want For Christmas Is A Santa Rally!
At this rate, I should just rename this blog "Market Musical Musings." This week we take our headline from the holiday hit "All I Want...
Scott Poore, AIF, AWMA, APMA
- Dec 6, 2021
- 3 min
Markets Aren't Exactly What They Seem
Markets have been hit with a lot to digest lately. The Friday of Thanksgiving week the Omicron variant of COVID was publicized. On...
Scott Poore, AIF, AWMA, APMA
- Dec 3, 2021
- 5 min
Did You Hear What I Heard?
In keeping with the Christmas song theme, I borrowed this week's musings headline from the Christmas classic, "Do You Hear What I Hear?"...
Scott Poore, AIF, AWMA, APMA
- Nov 29, 2021
- 3 min
Markets Provide Head-fake To End Thanksgiving Week
Typically, holiday-shortened weeks are met with lower trading volume. That usually leads to less volatility as fewer large trades have...
Scott Poore, AIF, AWMA, APMA
- Nov 22, 2021
- 1 min
Plenty To Be Thankful For...If Your Thanksgiving Meal Is Small
It’s a holiday-shortened week, so volumes overall should be lower this week. Overall last week, the economic news was positive. While...
Scott Poore, AIF, AWMA, APMA
- Nov 19, 2021
- 6 min
It's Beginning to Look a Lot Like...1999 or 1973?
I know we haven't even finished Thanksgiving yet, and I really don't like it when the department stores and businesses start putting...
Scott Poore, AIF, AWMA, APMA
- Nov 15, 2021
- 2 min
It's All About The Consumer
With most of the companies in the S&P 500 Index having reported 3rd quarter earnings, at this point it’s not so much how well they have...