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.”
A week that began with the sharpest pullback in equities since last fall concluded in remarkable fashion, as investor concerns about the economic repercussions of rising COVID-19 infections gave way to an increasingly constructive second quarter earnings season.
This week, “all the world’s a stage,” especially for William Shakespeare, the second person to be inoculated with the Pfizer vaccine in the UK. In the U.S., an outside panel of independent experts recommended Pfizer’s vaccine approval for emergency authorization. And as indicated this morning, FDA emergency use authorization approval should come shortly.
Economic data the past week reinforced the view that the U.S. economy continues to improve. This was highlighted by the retail sales number released by the U.S. Department of Commerce on Thursday morning.
There were a number of moving pictures this past week that we could cover. One topic that we have not covered in our communication that caught our attention this week is … opioids.
