J. J. Wenrich CFP®Sep 13, 20219 minWeekly Market Commentary: Policy Risks Loom But Clarity AheadSeveral policy-related risks loom in September and October that may lead to an increase in market volatility.
J. J. Wenrich CFP®Aug 23, 20216 minWeekly Market Commentary - Why Stagflation Isn’t In the CardsThe term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months.
J. J. Wenrich CFP®Aug 19, 20217 minWeekly Market Commentary - Corporate America Does it AgainCorporate America did it again. Companies blew by estimates and made strategists and analysts look silly.
J. J. Wenrich CFP®Aug 9, 20218 minWeekly Market Commentary - COVID Delta Variant Market ImpactThe highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S., bringing with it...
J. J. Wenrich CFP®Jul 26, 20218 minWeekly Market Commentary - Six Surprises So Far in 2021Markets Blog Economic Blog 2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been...
J. J. Wenrich CFP®Jul 19, 20216 minWeekly Market Commentary: Midyear Outlook 2021 - Picking Up Speedt is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, the first six months of 2021 flew by.
J. J. Wenrich CFP®Jun 21, 20218 minWeekly Market Commentary: Inflation and What the Fed is SayingInflation has been on the rise. Investors are not as interested in what’s happening now as they are in what’s happening next.
J. J. Wenrich CFP®Jun 16, 20214 minWhy Inflation Worries Likely Just PeakedAs nearly everyone knows by now, inflation has soared the past few months, with the May Consumer Price Index (CPI) coming in at 5.0%...
J. J. Wenrich CFP®Jun 7, 20218 minWeekly Market Commentary - Policy Shifts May Challenge MarketsFiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021...
J. J. Wenrich CFP®May 17, 20217 minWeekly Market Commentary - Economy Picking Up SpeedThe economic recovery continues, as the recipe of vaccines, the reopening, and record stimulus all have combined to produce what should be..
J. J. Wenrich CFP®May 14, 20213 min5 Charts We Are WatchingHere are a few charts that caught our attention recently...
J. J. Wenrich CFP®May 12, 20214 minHot Inflation Data Jolts InvestorsFor nearly a year, investors have had the late spring/early summer months circled on their calendars for a potential jump in inflation...
J. J. Wenrich CFP®May 8, 20213 minApril Jobs Data Disappoints Lofty ExpectationsInvestors betting on a continued acceleration in U.S. payrolls in April following March’s impressive numbers received an unwelcome...
J. J. Wenrich CFP®Mar 29, 20216 minAre We on the Brink of an Inflation Crisis?There is a growing debate over whether an expanding economy, in conjunction with fiscal and monetary stimulus, may cause inflation...
J. J. Wenrich CFP®Mar 26, 20213 minWhy Big GDP Prints Aren’t Always Good For StocksThe folks at Goldman Sachs recently announced a 2021 growth target for Gross Domestic Product (GDP) of 8% (Q4/Q4).
J. J. Wenrich CFP®Mar 19, 20214 minLeading Indicators Remain Stubbornly TepidIn almost every direction we turn, we see optimism mounting over a mid-2021 economic reacceleration. Unfortunately...
J. J. Wenrich CFP®Mar 16, 20214 minFederal Reserve FOMC Preview: Five Questions for Chairperson PowellThis week, the Federal Reserve (Fed) meets for their two-day Federal Open Market Committee (FOMC) meeting...
J. J. Wenrich CFP®Mar 11, 20213 minU.S. Economic Recovery Gets the OECD’s AttentionThe economic recovery is gaining steam. In fact, so much so that the (OECD) had to raise their...
J. J. Wenrich CFP®Mar 10, 20213 minConsumer Prices Well Contained, but Bond Investors Still HurtingInvestors have become increasingly concerned with inflation...
J. J. Wenrich CFP®Mar 5, 20214 minJobs Market Gets Reopening BoostUS payrolls grew at a solid clip month over month in February...