George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
As November begins, markets find themselves navigating unprecedented territory. The government shutdown has now stretched to 38 days, the longest in U.S. history. While Washington remains gridlocked over healthcare subsidies and spending priorities, the Federal Reserve is operating in the dark at a moment when clarity is paramount.
PORTLAND, Ore.—(Businesswire)—Homeowners in areas around the U.S. continue to face the threat of natural disasters as wildfire, flood, and hurricane seasons converge in late summer and fall months. Beyond immediate safety concerns, the financial aftermath of natural disasters can be devastating.
Just as the three most important considerations for real estate investors are “Location, Location, Location,” the three things both markets and policymakers were focused on this week were “Jobs, Jobs, and more Jobs” … or fewer jobs as it turned out, with today’s report from the Bureau of Labor Statistics (BLS).
Each year, central bankers, finance ministers and academics gather in Jackson Hole, Wyoming, for an economic policy symposium (or boondoggle, whichever you prefer).
That a notable Silicon Valley bank failure could overshadow significant developments in the labor market is a testament to how attuned investors remain to the unpredictable consequences of the Fed’s ongoing campaign to raise interest rates.
