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

April 12, 2022

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 build new ones to avoid long lead times and skyrocketing raw material costs aims to manage the rise in inflation.
  • Supply chains are inching forward as delivery times from suppliers are below peak levels but remain high compared to prior years. Yet, while still elevated, shipping costs out of Asia and Europe are showing improvements.
  • US railcar volumes have remained steady with the 3-month average trending higher at roughly half a million car loadings per week.
  • As it relates to industry news, we’re reading about a warning to start-ups to focus on burn rate as Fast closes its doors permanently, Visa launches an NFT program in hopes it will bring small businesses into the digital economy, interim CEO of Starbucks suspends stock buybacks to invest into operations and why Elon Musk now owns the majority stake in Twitter.

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About the Author

Simeon Wallis

Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. Simeon brings two decades of professional investing experience in publicly traded and privately held companies, as well as senior-level operating and strategy consulting experiences.