Fixed Income Update

U.S. Treasury bond yields rose in August, with the 10-year Treasury ending the month with a 3.15% yield. Treasury bond yields flattened as well, with the shorter-term 1-year treasury finishing the month at 3.50%, nearly identical to the 20-year treasury …

Equity Review

U.S. equities began August in rebound mode but reversed course to end the month in negative territory. Continued Fed rate hikes and recession fears weighed on equities. Company earnings are increasingly becoming a focal point as shrinking margins are becoming …

Personal Savings At Lowest In 14 Years

During the peak of the pandemic, uncertainty over the job market and elevated unemployment caused consumers to save at heightened rates. In addition, “going out” became extremely limited as restaurants, stores, and vacations were off the table for a majority …

Macro Economic Overview – September 2022

Recession fears pressed on markets as equities pulled back from a mid-summer rally that many analysts suspected was short-lived. U.S. equities began August in rebound mode but reversed course to end the month in negative territory. Crude oil and gasoline …

What Is ESG- Why Corporations Follow It – Part 3 of 3 Series

As previously discussed in the other two parts of this series, ESG is a financial philosophy where investors investigate three non-traditional aspects when choosing whether to invest in a company. These aspects are environmental consciousness, social treatment, and governance efficacy. …

Copper Down On Possible Global Economic Slowdown

Copper is amongst the most actively traded commodities worldwide, and is a vital piece of global economic growth. It is a crucial commodity in major industries like construction, power generation & transmission, transportation, and technology. Copper’s price per pound as …

Euro Hits Parity With U.S. Dollar

Not since 2002 has the euro been valued equally with the U.S. Dollar. This equal valuation is known as parity in the currency markets. Since a peak of one euro equaling 1.23 dollars in December of 2020, the euro has …

Household Wealth Skewed Towards Homes

Household wealth data released by the Federal Reserve showed that U.S. household net worth climbed to over $149 trillion in the first quarter of 2022. The two biggest components of household wealth are home equity and retirement accounts. Since homes …

Rising Global Food Prices Pose A Risk

In the U.S., as well as other advanced economies around the world, much of the public is not fully aware of the severity of the world’s hunger crisis. Not only has this crisis been prevalent, but it has increasingly worsened …

Macro Economic Overview – August 2022

Recession concerns are rising as company earnings, employment data, and economic growth estimates continue to demonstrate an expected slowdown in the economy. Second quarter Gross Domestic Product (GDP) released in July showed a -0.9% decrease in GDP, following a -1.4% …

Inflation Varies From Country To Country In Europe

A tremendous surge of inflation has encompassed European countries as a result of the Russian invasion of Ukraine. Essential energy and food products that have for years been imported from Russia and Ukraine have elevated overall prices throughout Europe. Natural …

What is ESG – Socially Conscience Investing – Part 1 of a 3

Environmental, social, and governance (ESG) have become focal points for companies, analysts, and investors. The evolution of ESG has created a growing awareness among the public about how companies formulate criteria for socially conscious decisions. For decades, analysts and financial …