Weekly Market Commentary: Policy Risks Loom But Clarity Ahead
Several policy-related risks loom in September and October that may lead to an increase in market volatility.
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J. J. Wenrich CFP®
- Aug 23, 2021
- 6 min
Weekly Market Commentary - Why Stagflation Isn’t In the Cards
The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months.
J. J. Wenrich CFP®
- Aug 18, 2021
- 7 min
Weekly Market Commentary - Corporate America Does it Again
Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly.
J. J. Wenrich CFP®
- Aug 9, 2021
- 8 min
Weekly Market Commentary - COVID Delta Variant Market Impact
The 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, 2021
- 8 min
Weekly Market Commentary - Six Surprises So Far in 2021
Markets 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, 2021
- 6 min
Weekly Market Commentary: Midyear Outlook 2021 - Picking Up Speed
t 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, 2021
- 8 min
Weekly Market Commentary: Inflation and What the Fed is Saying
Inflation 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, 2021
- 4 min
Why Inflation Worries Likely Just Peaked
As 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, 2021
- 8 min
Weekly Market Commentary - Policy Shifts May Challenge Markets
Fiscal 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, 2021
- 7 min
Weekly Market Commentary - Economy Picking Up Speed
The 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, 2021
- 3 min
5 Charts We Are Watching
Here are a few charts that caught our attention recently...
J. J. Wenrich CFP®
- May 12, 2021
- 4 min
Hot Inflation Data Jolts Investors
For 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 7, 2021
- 3 min
April Jobs Data Disappoints Lofty Expectations
Investors 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, 2021
- 6 min
Are 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, 2021
- 3 min
Why Big GDP Prints Aren’t Always Good For Stocks
The 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, 2021
- 4 min
Leading Indicators Remain Stubbornly Tepid
In almost every direction we turn, we see optimism mounting over a mid-2021 economic reacceleration. Unfortunately...
J. J. Wenrich CFP®
- Mar 16, 2021
- 4 min
Federal Reserve FOMC Preview: Five Questions for Chairperson Powell
This week, the Federal Reserve (Fed) meets for their two-day Federal Open Market Committee (FOMC) meeting...
J. J. Wenrich CFP®
- Mar 11, 2021
- 3 min
U.S. Economic Recovery Gets the OECD’s Attention
The economic recovery is gaining steam. In fact, so much so that the (OECD) had to raise their...
J. J. Wenrich CFP®
- Mar 10, 2021
- 3 min
Consumer Prices Well Contained, but Bond Investors Still Hurting
Investors have become increasingly concerned with inflation...
J. J. Wenrich CFP®
- Mar 5, 2021
- 4 min
Jobs Market Gets Reopening Boost
US payrolls grew at a solid clip month over month in February...