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

March 8, 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 investors seek safe haven in government and quality corporate bonds.
  • The price of oil and wheat has spiked to levels not seen in decades likely due to the ongoing conflict between Ukraine and Russia.
  • Nearly 99% of S&P 500 companies have reported positive earnings, yet the number of companies lowering their guidance on future earnings has increased to 40% from 20%.
  • Manufacturers are showing signs of optimism as inventories and imports report positive improvements over the last few months.
  • As it relates to industry news, we’re reading about the financial sanctions against Russia, an explanation on the geopolitics behind the invasion of Ukraine, housing experts divided on home price forecasts and Disney+ to launch cheaper ad-supported subscription options.

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Disclosures

Investment advisory services are offered by Aprio Wealth Management, LLC, a Securities and Exchange Commission Registered Investment Advisor.  Opinions expressed are as of the current date (March 8th, 2022) and subject to change without notice. Aprio Wealth Management, LLC shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. This commentary is for informational purposes only and has not been tailored to suit any individual. References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment.

This commentary contains certain forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance or achievements expressed or implied by those projected in the forward-looking statements for any reason.

No graph, chart, or formula in this presentation can be used in and of itself to determine which securities to buy or sell, when to buy or sell securities, whether to invest using this investment strategy, or whether to engage Aprio Wealth Management, LLC’s investment advisory services.

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Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC. Investment Advisory Services offered through Aprio Wealth Management, LLC, a registered investment advisor. Aprio Wealth Management, LLC and the Aprio Group of Companies are not affiliated with Purshe Kaplan Sterling Investments.

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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.