Podcast: Inflation is Red Hot

Podcast - Inflation is Red Hot Cover Image

Inflation is hotter than ever, but when will it cool down? We are excited to welcome Simeon Wallis, Chief Investment Officer of Aprio’s Wealth Management, back to the podcast. John and Simeon discuss how we are wading through uncharted territory with levels of inflation we have not dealt with in 40 years, coming out of…

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The Pulse on the Economy and Capital Markets: April 11–15, 2022

Increased prices

At a glance Stock and bond markets continued to struggle, as investors focused on and grew more concerned about rising interest rates. Global stock markets declined 1.7% and quality corporate bonds are down 11% year to date. More positively, oil and copper started to march higher after a difficult stretch of performance. Last month, the…

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How to Implement an Inflation Playbook

Digital Global Economy

Global economies are facing a major issue — inflation. Reaching multi-decade highs, inflation has dramatically impacted the costs of food, energy, materials, transportation and so much more. Most individuals have never managed a high inflationary environment and are struggling to adapt to how quickly it can change profitability, margins, cash flow and balance sheets.

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The Pulse on the Economy and Capital Markets: April 4 – 8, 2022

Shipping Cargo - Port of LA - Boat side

At a glance: We’re seeing markets decline as investors shy away from risk-driven investments in anticipation of the Federal Reserve’s aggressive response to combat inflation. Heading into 2022, expectations for the benchmark interest rate was around 1%, however, that has now jumped to over 2.5%. A new M&A trend to buy existing assets rather than…

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The Pulse on the Economy and Capital Markets: March 21–25, 2022

The Pulse - blue house with a wet driveway

At a glance In the markets, we’re seeing a recurrent storyline play out, with stock markets performing well globally and increases in the cryptocurrency and commodities markets. On the other hand, bonds struggled under the weight of investors’ inflation and interest rate worries. Government and investment-grade bonds are now down 6% and 9% respectively for…

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The Pulse on the Economy and Capital Markets: Mar 7 – 11, 2022

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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…

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The Pulse on the Economy and Capital Markets: Feb 28 – Mar 4, 2022

Gold colored economic chart

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…

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