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Update on Current Market Volatility

As market volatility continues this year, we find ourselves reflecting on the words of Warren Buffett: “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes.” The tide has gone out the first half of 2022.  Stocks are in the

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June 15th FOMC Follow-Up

Rates The FOMC voted yesterday to raise the Federal Funds rate to 1.50 – 1.75%, a 75 basis point increase. This was a 10-1 decision as Kansas City Fed President, Esther George, dissented in favor of a 50 basis point move. The last time the Fed raised rates by 75

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Market Snapshot for May 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Global Economy Economic Overview The FOMC raised the federal funds rate by 50 bps, the largest hike in 22 years, and signaled similar increases at the June and

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End of Globalization? 

Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent in an increasingly connected world. As nations – and companies – reconsider their cross-border relationships, how does this impact

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Market Snapshot for April 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market sentiment weakened amid escalating tensions between the West and Russia, Covid lockdowns in China, and elevated inflation 1st quarter US real GDP contracted 1.4%, hurt

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May 4th FOMC Follow-Up

Rates The FOMC voted unanimously today to increase the federal funds target rate to a range of 0.75 – 1.00%. This outcome was widely anticipated by markets and had been foreshadowed by Chairman Powell in April. The 50 basis point rate increase marks a departure from recent Fed behavior, in

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Market Snapshot for March 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Continued concerns over the war in Ukraine, inflation, and tightening monetary policy drove volatility higher in March across asset classes With Inflation rising to a four-decade

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March 16th FOMC Follow-Up

Rates A new rate hiking cycle has begun with today’s decision by the FOMC to increase the federal funds target rate by 25 basis points to a new target range of 0.25% to 0.50%. This outcome was widely expected. The decision was not unanimous, as one Committee member, St. Louis

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Market Snapshot for February 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Russia’s invasion of Ukraine rattled global financial markets, with most equity and bond indices down for the month Risk to supply of Russian and Ukrainian exports

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Russia/Ukraine Conflict

▪ After weeks of escalating tensions, the Russian military invaded Ukrainian borders ▪ Russian President Putin is trying to strong-arm the West into revisiting post-Cold War security arrangements with Europe ▪ As risk assets decline and emotions run high, investors should be cautious about making drastic portfolio changes Overview Prior

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Market Snapshot for January 2022

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Concerns over Central Bank tightening, inflation, and geopolitical tensions caused most asset classes to decline for the month  The Federal Reserve set expectations for a March

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2022 Market Outlook

OVERVIEW 2021 was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk assets” higher. With the potential for recent tailwinds to become headwinds, how should investment portfolios be positioned going forward? Key themes in 2022 Enduring economic

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