The Weekly Insight

A client bumped us after the jobs report and subsequent volatility on Friday with this question: “So, a good jobs report is bad, and a bad jobs report is good?”

That’s the upside down world in which we’re living. As we’ve been saying for months, the only thing that matters is the Fed and everything else is viewed through that lens. 

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

We’ve spent a lot of time in the Weekly Insight discussing the issues here at home with inflation and the markets. But the U.S. is just 24% of the world economy. In our evermore interconnected world, the other 76% is going to have a lot to say about the path of our economy. Last week, that was made clear when the government of new U.K. Prime Minister Liz Truss decided to cut taxes in the midst of an inflation fight. World markets were thrown for a loop.

Read more here: https://insightwealthgroup.com/the-weekly-insight-not-so-great-britain/

Last week was one of those times when it is simply not fun to be an investor. Stocks, bonds, domestic, international…everything was down. The FOMC meeting left investors convinced rates are going higher – for longer – than expected. And Chairman Powell threatened a “policy induced recession”. So what are investors to do?

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

That was a tough inflation report. And it just kicks up the drama for this week’s Federal Reserve meeting.  What will Chairman Powell do? And what does this mean for the future? And when will inflation finally peak?

Read more here: https://insightwealthgroup.com/the-weekly-insight-wheres-the-peak/ 

The last few months have seen endless airplane analogies for the economy. “Soft landing”, “headwinds”, “turbulence”. But the truth is, our economy doesn’t have the simple choice of a good landing or a fiery crash. It’s always more complicated than that. This week, we look at what we’re hearing from the pilot (Chairman Powell) and how the market is reacting prior to the inflation data tomorrow.

Read more here:  https://insightwealthgroup.com/the-weekly-insight-whats-our-vector-victor

New housing start data last month showed America is going to build 10% less homes this year than last (thank you, inflation & rising interest rates!). But did you know that even last year we didn’t build enough homes to keep up with new household formations? The U.S. has a 3.8 million unit deficit in housing. Does that mean there may still be some investment opportunities in this space despite rising interest rates? Take a look and let us know what you think!

https://insightwealthgroup.com/the-weekly-insight-opportunities-in-housing/

We promised you last week the lazy days of summer were ending and a more dramatic period on the market was upon us.  Chairman Powell fired the starter pistol with his remarks at the Jackson Hole Economic Symposium, and, well, it’s safe to say the market didn’t love what it heard.

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

There’s a lot of speculation about the new army of 87,000 auditors authorized for the I.R.S. in the recently passed “Inflation Reduction Act”. But how likely is it these roles will be filled? And how quickly?

Read more here: https://insightwealthgroup.com/the-weekly-insight-the-tax-man-cometh/

It finally happened…good inflation data! You’re well aware that we’ve been writing about and talking about this issue extensively over the last several months.  Now that we have the data in our hands, it’s a good time to look at what it really means. Is this a flash in the pan before more bad data comes our way? Do we have reason to believe the easing of inflation will continue?

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

The last few months have been a constantly repeating cycle of inflation, Fed Policy, and fears of a recession. Right or wrong, that drumbeat seems to have slowed as enter the end of the summer. The markets have come up nicely from the bottom, with the S&P up nearly 8% over the last month. That gives us some time to look down the field at the issues that may impact the markets between now and the end of the year.

Read more here: https://insightwealthgroup.com/the-weekly-insight-silly-season/