The Weekly Insight

After months of the focus being on the Fed and interest rates, we got a surprise from left field: Fitch downgraded the U.S.A.’s credit rating. Given the “validity of the public debt” is quite literally written into the U.S. Constitution, it was a telling moment.

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-validity-of-the-public-debt/

It was Fed Week last week, and the market was hanging on Jerome Powell’s words at the podium.

Read more here: https://insightwealthgroup.com/the-weekly-insight-are-we-there-yet/

An interesting thing has happened since the Fed – against the belief of most of the market – announced they were going to raise rates twice more this year: no one cared. The market is up strongly since the last Fed meeting as inflation has fallen along with recession expectations. So what does that mean for this week’s Fed meeting (and likely rate increase)? 

Read more here: https://insightwealthgroup.com/the-weekly-insight-no-one-cares/

Last week was a remarkable week for the markets in that – as we anticipate another rate hike next week – we got some fantastic inflation and economic data.

Read more here: https://insightwealthgroup.com/the-weekly-insight-embrace-the-good/

We hope this week finds you well rested after the 4th of July Holiday!  The market was a little sluggish last week as many on Wall Street were out for the break. But there was a lot of news from the Fed, and we are – bluntly – dumbfounded by some of their comments. 

Read more here:  https://insightwealthgroup.com/the-weekly-insight-data-dependent/

Chairman Powell went in front of Congress last week and made sure everyone got his message: more rate hikes are coming.  And the market is taking note as we push for “sufficiently restrictive” interest rate policy.  But what is “sufficient”?  Is the Fed just intent on ramming us into a recession?  Are we close to one?

Read more here: https://insightwealthgroup.com/the-weekly-insight-sufficient-enough/

It was Fed Week last week. The long and short of it? Only Jerome Powell can make the first pause in rate hikes in 14 months seem like a punishment! But the market is handling it well. And we got substantively good inflation data last week to go with it. Take a look and let us know your thoughts!

Read more here: https://insightwealthgroup.com/the-weekly-insight-threading-the-needle

The big news last week was that the S&P has officially entered into “bull market” territory.  That’s great news – and we’re never ones to look a gift horse in the mouth.  But just how durable is this bull market? And what might throw it off track? 

Read more here: https://insightwealthgroup.com/the-weekly-insight-fattening-the-bull/

One down, one to go. Washington walked us right up to the edge of a default debacle, but, in an extraordinary showing of bipartisanship, passed a debt ceiling deal that avoided catastrophe (and ensured we don’t have to worry about it again until 2025).

So now we’re on to the next problem: is the Fed done raising rates? We take a look at what’s coming for the Fed meeting next week.

Read more here: https://insightwealthgroup.com/the-weekly-insight-this-close/

The debt ceiling debate continues to be the driver for market messaging this week. But there is some uncertainty of just how urgent the deadline is. And once – if – we get a resolution, there are some promising signs on the other side.

Read more here:  https://insightwealthgroup.com/the-weekly-insight-x-date/