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.”
Personal Consumption Expenditure Deflator
In one of the most anticipated weeks of monetary policymaking in recent memory, the Bank of England became the first major central bank to raise interest rates off the near-zero bound and the U.S. Federal Reserve laid the groundwork for such a move by proclaiming the impending conclusion of its quantitative easing (QE) stimulus program by next March.
