Markets Moving On Each Whisper From Fed
Markets waivered during the week, but ended positive on Powell’s dovish comments. There were a lot of economic updates to digest last...
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Scott Poore, AIF, AWMA, APMA
- 5 days ago
- 5 min
Markets Got Run Over By The Fed
For the few weeks, you could have thrown out the fundamentals and just paid attention to what any particular Fed member was saying in any...
Scott Poore, AIF, AWMA, APMA
- Nov 28
- 2 min
Dovish Minutes Push Markets Higher During Thanksgiving Week
Every equity sector was higher last week as the market responded to dovish comments in the November FOMC minutes. There are seven...
Scott Poore, AIF, AWMA, APMA
- Nov 25
- 5 min
Blind Sided By The Consumer
There aren't many Thanksgiving movies or songs that I could reference for this week's musing, so I picked a movie that has the...
Scott Poore, AIF, AWMA, APMA
- Nov 21
- 2 min
Markets Pause Ahead of Holiday and Conflicted Fed
Equity markets were mixed last week as momentum stocks moved lower and defensive stocks generally held up. Last week, Retail Sales...
Scott Poore, AIF, AWMA, APMA
- Nov 18
- 5 min
Hawks Die Hard Despite Lower Inflation
It has become apparent that last week's CPI surprise and this week's PPI surprise had many market actors unprepared. The Fed has access...
Scott Poore, AIF, AWMA, APMA
- Nov 14
- 2 min
Lower Inflation Fuels Fed Pause Hopes
Markets struggled through Wednesday until Thursday’s CPI report surprised nearly everyone. Thursday’s release of October CPI (inflation)...
Scott Poore, AIF, AWMA, APMA
- Nov 11
- 6 min
All My Troubles Seemed So Far Away
Things often seem better at the time than they do in the rearview mirror. I'll bet Fed Chairman Powell is thinking that right about now....
Scott Poore, AIF, AWMA, APMA
- Nov 7
- 2 min
Fed Pours Cold Water On Equity Rally
The markets got a bit of a shock last week as Fed Chairman Powell doused market hopes for a rate slowdown. The big news last week was...
Scott Poore, AIF, AWMA, APMA
- Nov 4
- 6 min
Don't You Forget About Me
Fed Chairman Powell wanted to make sure markets didn't forget him this week as he seemingly pulled the rug out from investor's hopes of a...
Scott Poore, AIF, AWMA, APMA
- Oct 31
- 2 min
Can Equities Continue The Rally?
All major equity sectors except for one were higher last week. The most significant takeaway from last week was the 3rd quarter GDP...
Scott Poore, AIF, AWMA, APMA
- Oct 28
- 6 min
You Got To Know When To Hold 'Em
The Fed is the ultimate gambler, especially when it's "house money." All of last year we were told that inflation was "transitory" and...
Scott Poore, AIF, AWMA, APMA
- Oct 24
- 2 min
Potential Relief For Markets?
All major equity sectors were higher last week as stocks rallied on Friday. So far, 20% of S&P 500 companies have reported earnings for...
Scott Poore, AIF, AWMA, APMA
- Oct 21
- 5 min
Under Pressure
Markets are up and down this week as investors try to determine what's next for the economy with multiple pressures playing a game of...
Scott Poore, AIF, AWMA, APMA
- Oct 17
- 2 min
Markets At The Crossroads
Overall, equities did not react well to the inflation numbers that were released last week. It’s early in the third quarter corporate...
Scott Poore, AIF, AWMA, APMA
- Oct 14
- 4 min
Sorry Seems To Be The Hardest Word
Too much money poured into the system during & post-COVID and a Fed that didn't take action last year as inflation got out of control -...
Scott Poore, AIF, AWMA, APMA
- Oct 10
- 2 min
Markets Await Inflation Numbers...And The Fed
Equities barely held on to gains made early in the week last week. Fed speakers last week doused water on hopes the Fed would pivot soon....
Scott Poore, AIF, AWMA, APMA
- Oct 3
- 2 min
Fed Wrong Again
Equities tried to rebound last week, but failed to hold on through Friday’s decline. Fixed income markets have been hit hard by rising...
Scott Poore, AIF, AWMA, APMA
- Sep 30
- 6 min
Fever Pitch
In honor of Aaron Judge hitting his 61st home run of the season this week, I thought I'd play on the baseball theme for this week's...
Scott Poore, AIF, AWMA, APMA
- Sep 26
- 2 min
Fed Surprises The Market
Both equities and fixed income assets dropped last week in response to a hawkish Fed rate announcement. The Fed announced a 75 basis...