The Pulse on the Economy and Capital Markets: Jan 10 – Jan 14, 2022

January 18, 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 Reserve to respond aggressively by raising rates 3-to-4 times this year.
  • Although an increase in mortgage rates is likely, it has not slowed the high demand for residential housing.
  • Inflation remains top of mind for business owners and investors. Manufacturers’ pricing begins to normalize while pricing for service companies, specifically transportation and warehousing, remains elevated.
  • Supply chain constraints are feeling less congested as delivery times start to improve for both manufacturing and services.
  • As it relates to industry news, we’re reading about the arrival of wage inflation, high demand in residential housing despite increasing mortgage rates and Interscope Records celebrates 30 years and their impact on the music world.

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About the Author

Simeon Wallis

Chief Investment Officer At Aprio Wealth Management At Aprio 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.