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.”
National Association of Realtors
Despite a somewhat quiet week from an economic data perspective, capital markets were anything but. A steady drip of news about home sales, second-quarter company earnings updates and new trade deals provided investors with plenty to digest ahead of next week’s much-busier economic news cycle.
Recently, a realtor friend of mine shared that transaction volume was notably low due to high interest rates, resulting in a sluggish market. However, with last week’s Federal Reserve’s rates cut, he and likely others in the realty industry are hoping the housing market will be reenergized. While not everyone can buy or sell a house, home ownership is a prominent consideration when creating wealth. And while I’m not in the market to sell my house, I was curious about what is now occurring in the housing market.
