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When consumers are feeling good, they are typically spending money. Further, when consumers transition from feeling quite cautious to feeling better, what often follows is the start of a new economic growth cycle. Last July, we saw record-low levels of consumer sentiment as measured by the University of Michigan’s Index
Our current view of the economy and markets is: Corporate earnings may be heading for a quarter or two of low growth; Consumers appear to be in better shape than feared heading into 2023; and The investment setup looks to favor low-risk opportunities such as short-term bonds and higher quality
A brief review of the past two years helps set the stage for where things may be headed over the next several months: What started as an isolated case of limited supplies of toilet paper, eventually, morphed into empty shelves for all sorts of goods. More frustrating was the knowledge
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Market commentary is intended for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained on this blog are not a substitute for investment advice from a professional adviser. Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations. This market commentary should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.