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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..

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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..

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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..

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