The Weekly Insight Andrew Dorr

In last week’s edition of the Weekly Insight, we encouraged you to buck the trend and take a “deep breath” as the market experienced a bit of volatility.  We’re still strongly in that camp – but that doesn’t mean we shouldn’t be looking out into the future and assessing the risks over the horizon.
 
Read more here: https://insightwealthgroup.com/the-weekly-insight-the-next-recession/

The start of April hasn’t been fun (which seems like a silly thing to write on Tax Day…is it ever fun?). More stress about inflation.  War clouds looming in the Middle East. This is one of those moments when things in the market can start to feel scary.  But just how bad has it been?  And what kind of impact are these issues starting to have on the market?

Read more here: https://insightwealthgroup.com/the-weekly-insight-deep-breaths/

The market had one of its worst weeks of the year last week. And the why was familiar – even if it was something we were hoping to have behind us. The economic news we received was just a bit too good for investors liking. PMI data, GDP expectations, and jobs data all combined to raise concerns that the Fed won’t be cutting interest rates.

Read more here: https://insightwealthgroup.com/the-weekly-insight-a-sometimes-bubbly-path/

We’ve had a lot of different devils on our back the last four years: COVID, inflation, bear markets, etc., etc. Which is likely why this moment feels a bit…weird. As we enter a fairly unassuming earnings season (3.6% growth in earnings expected), there just isn’t a big problem lurking around the corner…yet. Will that leave us some runway for the next month or two? 
Read more here: https://insightwealthgroup.com/the-weekly-insight-devil-on-your-back/

It was Fed Week last week. And it was almost a non-event. Powell & Co. didn’t change the expected path of rate cuts, and the market responded well with the S&P 500 closing the week above 5,200 for the first time ever.  But there was another discussion buried below the headlines: what the Fed is going to do with its balance sheet holdings? This is an important, if not regularly discussed, topic.

Read more here: https://insightwealthgroup.com/the-weekly-insight-slowing-the-run-off/

For the last two years, every move the Federal Reserve makes has had a direct correlation to the performance of the stock market.  This week’s Fed meeting may be no different, but some interesting things happened last week which showed the market is moving away from the Fed as the sole determinate of success or failure.

Read more here: https://insightwealthgroup.com/the-weekly-insight-moving-on-from-the-fed/