... to correct themselves – commodity prices have come off the boil, inflation looks to have peaked, and market expectations are now for the Federal Reserve to begin cutting rates in 2023.
For investors, ...
The second quarter of 2022 (Q2) was one that most investors were anxious to put behind them as it rounded out the worst first half of a year for stocks in five decades. Inflation, Federal Reserve policy ...
This has obviously been a bad year so far for long-term investors. Pick your asset class and it’s down year-to-date, and some are down much more than others. The real letdown, however, has been the bond ...
... about how good times can allow poorly run companies to continue for a while until markets turn and investors start caring about risk again. The quote also works well for personal finance if you put yourself ...
... for much of this year. Bond performance has been a gut punch for more conservative investors who rely on bonds for cash flow but also for stability within their portfolios. The following chart shows the ...
... it’s all about the spread you pay over prime. Maybe competition makes this smaller for some customers, or maybe a promo rate is less than prime, but currently the direction is higher for all. Investors ...
... to rise amid low volatility and investors are happy and feel assured that the good times will last forever. And then wham, the tide turns, and it seems as if everything that was positive is now negative ...
... and absolutely impacts investment decisions.
And now we can add expectations for aggressive Fed policy to the mix. Investors have reacted to this by selling stocks in sectors deemed most sensitive to ...
... yields jumped across the curve, led by a steep rise in short-term rates. [The following chart is only through 4/4 but the shape is roughly the same today. It also illustrates a key point: bond investors ...
The first quarter of 2022 (Q1) felt like the start to a year when investors couldn’t catch a break. We finally seemed to be turning a corner from the pandemic and there was a sense of guarded optimism ...