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.”
Today’s Bureau of Labor Statistics jobs report spotlighted the difference between Wall Street and Main Street. The net loss of 140,000 jobs in December, driven by the loss of 372,000 restaurants and bar workers, was balanced by the increasing employment in other sectors of the economy, notably the manufacturing sector. These sectors continue to heal from the wrenching effects of the pandemic that took hold in last year’s first quarter.
