Commentary – Page 26 – Beacon Wealth Advisors, LLC

15 Jul

Weekly Market Performance – Markets Pullback Amid Sticky Inflation Report

Friday, July 15, 2022 Index Performance View enlarged chart. U.S. and International Equities U.S. Markets Finish Higher The U.S. major market indexes finished lower amid this week’s sharp inflation report. Inflation and Federal Reserve (Fed) policy remain the major themes … Continue reading →

15 Jul

Are Supply Constraints Becoming Less of an Influence?

Friday, July 15, 2022 Supply-Driven Contributions to Inflation You have heard it here many times that the current inflationary environment has been irritated by supply-related problems with ports, international manufacturing shutdowns, and global shipping as primary challenges. And indeed, these … Continue reading →

12 Jul

Is There Any Value Left in TIPS?

July 12, 2022 The consumer price index (CPI) is scheduled to be released on Wednesday and it is widely expected that the headline inflation number will again resemble consumer price increases last seen in the early ‘80s. Currently, consensus expectations … Continue reading →

11 Jul

June Market Insights – Markets Struggle As the Bear Growls

Monday, July 11, 2022 Index Performance View enlarged chart. U.S. and International Equities Lower The major market indexes finished the month in the red as sticky inflation conditions weighed on last month’s market returns as the Federal Reserve (Fed) increased … Continue reading →

08 Jul

Weekly Market Performance – Markets Start the Second Half On a High Note

Friday, July 8, 2022 Index Performance View enlarged chart. U.S. and International Equities U.S. Markets Finish Higher The U.S. major market indexes finished higher to begin the second half of 2022 as large technology names provide leadership. As inflation and … Continue reading →

08 Jul

Can We Get a Goldilocks Scenario?

Friday, July 8, 2022 Broad-Based Job Gains Keep Recession Away The U.S. added 372,000 jobs in June, at just a slightly lower clip from May, while the unemployment rate remained unchanged at 3.6%. The participation rate dipped to 62.2% in … Continue reading →

07 Jul

Reasons for Optimism As Second Half Gets Underway

Thursday, July 7, 2022 It’s a bull market for pessimism right now. We know the list of concerns is long and includes an aggressive Federal Reserve with a spotty (and that’s putting it kindly) track record of navigating a soft … Continue reading →

06 Jul

What Happens After a Historically Weak Quarter for Stocks and Bonds

Wednesday, July 6, 2022 A historically weak quarter, six months, and year for stocks, bonds, and the two combined is now behind us. With stocks and bonds both showing weakness, not surprisingly a 60/40 balanced portfolio that combines the two … Continue reading →

05 Jul

Is the U.S. Treasury Market Showing Signs of Cracking?

Tuesday, July 5, 2022 The U.S. Treasury market is arguably the most important market in the world. Not only does the market provide the financing of the federal government, it also provides a safe and liquid asset to support the … Continue reading →

01 Jul

Weekly Market Performance – Markets Selloff As We Conclude the First Half of 2022

Friday, July 1, 2022 Index Performance View enlarged chart. U.S. and International Equities U.S. Markets Finish Lower The U.S. major market indexes finished lower to end the first half of 2022. Investors continue to remain concerned about the possibility of … Continue reading →

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