Posts by Simeon Wallis
The Pulse on the Economy and Capital Markets: Mar 7 – 11, 2022
At a glance Markets declined last week amid continued conflict in Ukraine and investors’ concerns about its widespread impact on the global community. Equity, fixed income, commodities and crypto markets were all down last week, a sign of the volatility that still lies ahead. February’s inflation report, which was released last week, showed that headline…
Read MoreThe Pulse on the Economy and Capital Markets: Feb 28 – Mar 4, 2022
At a glance: The geopolitical conflict between Ukraine and Russia is hitting the markets. Commodities, specifically oil and wheat, made big moves this week signaling more to come. Economic indicators are giving mixed signals on future growth despite companies reporting positive earnings. The market is crippled with uncertainty as global stocks continue to decline and…
Read MoreThe Pulse on the Economy and Capital Markets: Feb 21 – 25, 2022
At a glance: The invasion of Ukraine has resulted in another unstable week for the stock market. Investors hope the Federal Reserve will react slower to inflation. Businesses are keeping up with M&A trends to address supply chain challenges. Consumer sentiments over inflation differ from their spending habits. Markets were down globally with international, and…
Read MoreThe Pulse on the Economy and Capital Markets: Feb 7 – 11, 2022
At a glance: Stock markets grew weaker due to the rise of inflation, the Fed raising interest rates to counteract inflation and geopolitical issues taking place in Ukraine. Inflation was hotter than expected with sticky inflation reaching multi-decade highs. Consumers are feeling disheartened by the acceleration in sticky inflation and as a result expect their…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 31 – Feb 4, 2022
https://player.vimeo.com/video/674563774 At a glance: The markets continue to give us a lesson on what volatility looks like with Nasdaq up 3.4% on Monday and down 3.7% on Thursday In the bond market, the yield on the 10-year treasury rose to 1.9%, lowering the values of government and investment grade bonds. Meta Platforms (formerly Facebook) disappoints…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 24 – Jan 28, 2022
At a glance: The markets can’t catch a break with stocks, bonds and cryptocurrency continuing to decline. Oil remains the outlier up 15% in January, however, not the greatest news for us. The declining path of liquidity is heavily impacting the market’s performance. Investors speculate the Fed will respond more aggressively to combat inflation. The…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 17 – Jan 21, 2022
At a glance: The markets had another rough week as stocks declined 4% globally, and investors favor lower-risk assets. Investors continue to worry about inflation and how quickly the Fed will respond. The video game industry takes a giant leap towards the Metaverse as Take Two Interactive and Microsoft announce huge merger and acquisition deals.…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 10 – Jan 14, 2022
At a glance: The markets switched things up last week as U.S. stocks declined and international stocks rebounded. In contrast, emerging markets held strong despite the decline in the U.S. dollar and increase in commodity costs. The consumer price index (CPI) reached its highest reading in more than 30 years. Markets are expecting the Federal…
Read MoreThe Pulse on the Economy and Capital Markets: January 3–7, 2022
At a glance: Markets started the year on a low note, as stocks and bonds both declined amid news about the Federal Reserve’s aggressive position on interest rates. Technology and long-term bonds took a hit, while the rate on the 10-year bond jumped 0.25% after the Fed released its most recent minutes. On the mergers…
Read MoreThe Pulse on the Economy and Capital Markets: Dec 27 – Dec 31, 2021
At a glance: Overall, the U.S. performed well as stock markets closed out 2021 strong and leading economic indicators are pointing to global growth. While stocks outperformed in 2021, bonds had a rough year due to inflation trending higher than expected. Despite continued supply chain challenges and the rise in Omicron cases, U.S. manufacturers and…
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