Managing Equity and Markets

Rates have ticked higher in the past week and have been in a recent uptrend. The jobs report that came in Friday showed more jobs added than expected. Although the unemployment rate was as expected at 3.8%, the strong jobs report was another signal that Fed intervention isn't needed just yet.On t...

Millennials are once again the largest group of homebuyers, reclaiming the top spot from baby boomers, according to the National Association of Realtors (NAR).The organization’s 2024 Home Buyers and Sellers Generational Trends report found that millennials, aged 25 to 43, now comprise 38% of the ...

The first cut is the deepest‍The Federal Reserve announced its latest interest rate decision to stand pat again. A consensus has been built around maintaining the status quo, with the majority of economists expecting Jay Powell & co. to keep rates at their 23-year high of 5.25-5.5%.However, even ...

The Fed's preferred inflation report, the PCE, was reported last Friday. Results were in line with expectations. The market is now betting on a June rate cut. I think June is one Fed meeting too early. We don't receive any inflation data this week but hear daily from Fed members (about 18 talks t...

As expected, the Fed kept rates unchanged last Wednesday. They reiterated a few things that instilled confidence in the markets. 1. Inflation is continuing to come down. The markets liked hearing this from the Fed as we were coming off the heels of a few hotter-than-expected inflation reports.2. ...

March’s meeting of the Federal Open Market Committee (FOMC) came and went largely as expected on Wednesday, with the policy-setting body of the Federal Reserve again keeping its anchor rate unchanged at 5.25% to 5.5%.It’s the fifth consecutive meeting that the central bank has held the benchmark ...

According to the World Health Organization, the entire populace is rapidly aging. All countries face major challenges to ensure that their health and social systems are ready to make the most of this demographic shift. In 2050, 80% of older people will be living in low- and middle-income countri...

Rates are coming off their best week since the most recent CPI numbers came out a month ago. Jobs were weaker than expected and the unemployment rate came in 0.2% higher (at 3.9%) than expected. Remember, we are in a "celebrate the bad news" era so the Fed can "save" us sooner. Speaking of CPI (i...

If you're trying to decide whether to rent or buy a home this year, here's a powerful insight that could give you the clarity and confidence you need to make your decision. Every three years, the Federal Reserve releases the Survey of Consumer Finances (SCF), which compares the net worth of home...

Markets were on edge last week as they awaited the numbers from the PCE report. This is the Fed's preferred inflation data. The CPI numbers that came in a week earlier were higher than expectations (albeit they did continue their downtrend and expectations were rather aggressive) so the markets w...