For the first time since 2018, most investors saw a negative year in 2022. We examine several investing trends in our annual market outlook.
How Long Will Inflation Stick with Us?
There is no lack of inflation data that we see almost daily. But the question remains – how long will this elevated inflation level last?
Recency Bias and the Fed’s Interest Rate Hikes
We examine the Fed’s rate hikes over the last year through the lens of recency bias. Are the hikes that extreme in the larger context?
Inflation Nation: What’s Behind the Current Inflation?
Inflation continues to have an impact in the U.S. But what are the factors that have led to the increasing numbers in PCE?
The 2022 Sell-Off: Making Sense of the Markets
The market weakness in 2022 has continued to accelerate, driving equity prices lower. While it may feel like a pretty extreme selloff, the S&P 500 selling off 15% is fairly normal, occurring every 2.5 years.
The Year of Impossible Choices: 2022 Market Outlook and 2021 Review
Syl Michelin, Walkner Condon’s resident CFA, covers the last year in the markets and looks ahead to factors shaping the year ahead.
2022 Investment and Market Outlook Guide
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
QE & Adventures in a Fed-Driven Market: 2020 Market Recap and 2021 Outlook
While 2020 will probably be remembered as the year when everything changed, as far as markets are concerned, we seem to be trapped in the same powerful dynamics that were in place a year ago, and which have become even more deeply entrenched as a result of the pandemic.