George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
Our Director and CEO Emeritus Jim Rudd, has long been a fan of the Wayne Gretzky quote, “don’t skate to where the puck is, skate to where it is going.” While it important to keep an eye on current data, it is more important to understand current data in the context of where you think the puck, or the economy in this case, is going. Let’s look at what is currently going on in Washington and the economy, and where we expect they are going later this year and into 2022.
