A First Foundation Blog

Investments & Economy The Week Ahead Grow

The Week Ahead – A Clear Message from the Fed

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week. 

Last week investors continued to feel the repercussions of the previous week’s CPI release. As part of the response, the Federal Reserve raised interest rates by 75bps for the third consecutive meeting last week, bringing the federal funds rate to its highest level in 14 years. According to the..

Continue Reading >>
Investment Commentary Investments & Economy Grow

Market Action Update: Engine Trouble

| 9/14/22 3:27 PM
4 minute read

It is rare that the three largest growth engines in the world, the U.S., China, and Europe, are struggling at the same time. Each is facing related, but also unique, macro-headwinds. In summary, we refer to these headwinds as “ICE” – inflation, Covid, and energy. The U.S. is dealing with historically high inflation. In China, the headwinds are largely self-inflicted, as they maintain their current Zero-Covid Policy causing them to..

Continue Reading >>
Investments & Economy The Week Ahead Grow

The Week Ahead – We’re Having a Heat Wave

By | 9/12/22 11:07 AM Brett Dulyea, CFA, CAIA
| 9/12/22 11:07 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

The weather in California has been hot, hot, hot. It got so bad, I had a meeting with a colleague last week who felt it necessary to get a hotel room since her house did not have air conditioning. Fortunately, it looks like the worst is behind us. 

Speaking of too hot, the economic data are..

Continue Reading >>


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

About the Author

Stay Informed