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.”
On Monday, we welcomed all employees back to our office after over two years of work-from-home. As most companies might agree, finding a balance between remote and in-office work has been a challenge. However, being at the office with the entire company has been gratifying.
Americans are buying more than ever before. Despite supply actually surpassing above pre-COVID levels and dockworkers unloading ships as fast they can, the supply chain is unable to keep up with record consumer demand. Furthermore, the supply-demand gap may worsen as we head into the peak of holiday shopping season.
For the shortened holiday week, equity markets were down by almost 1 percent as investors followed events in Russia and North Korea. Interest rates were lower with the 10-year Treasury declining in yield from 2.36 to 2.22 percent.
