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 we look ahead to the Federal Reserve’s December 10 policy meeting, markets are pricing in a greater than 90% chance of a .25% cut in the Fed Funds rate. As my colleague Blaine Dickason wrote last week, the Fed is laser-focused on the jobs market. While this week’s labor market data points to a cooling trend, it doesn’t suggest a contraction.
