ClearWater Market Commentary as of August 19th, 2022
Stocks gave back a portion of the previous week’s strong gains after a prominent “hawkish” Federal Reserve policymaker appeared to dampen hopes that inflationary pressures had peaked.
ClearWater Market Commentary as of August 12th, 2022
Stocks rallied after data showed signs that inflation, while still elevated on an annualized basis, had started to slow, supporting the view that the rise in consumer prices may have peaked.
Quarterly Newsletter: Is there opportunity in market volatility?
Is there opportunity in market volatility? When markets are volatile, everyone’s pleased with the upswings, perhaps eagerly checking out their portfolio balance. But the downswings can be another story. Maybe those portfolio balances still get checked, but nervously.
ClearWater Market Commentary as of August 8th, 2022
Stocks were mixed for the week as a much stronger-than-expected jobs report revived investor concerns that the Federal Reserve will need to maintain an aggressive pace of interest rate hikes to tamp down high inflation.
ClearWater Market Commentary as of July 29th, 2022
Stocks carried over momentum from late the previous week as investors appeared to welcome signs of a slowing economy and fading inflationary pressures.
ClearWater Market Commentary as of August 26th, 2022
Stocks moved sharply lower—if in a week of mostly light summer trading—as investors became less optimistic that the Federal Reserve will be able to tame inflation without causing a significant economic slowdown.