First Quarter 2022: Rising Prices, Rising Rates, Rising Tensions The stock market’s mild single-digit dip in the first quarter concealed wide swings in bond and commodity markets as investors dealt with the highest inflation readings in 40 years, Russia’s invasion of Ukraine, and a tightening Federal Reserve that increased their number of projected rate hikes … Continue reading First Quarter 2022 Market Snapshot
Download our 2022 Capital Market Assumptions White Paper. Sellwood’s 2022 Capital Market Assumptions portray a more optimistic environment for most asset classes, compared to a year ago. Investor expectations for inflation are a core building block for both market prices and their prospects for future return. Rising inflation expectations contributed to an increase in our … Continue reading 2022 Capital Market Assumptions
Fourth Quarter 2021: There Is No Alternative Global markets shrugged off supply-chain issues, various Covid-19 variants, and higher inflation in the fourth quarter to finish positive for the year, as the bull market that started in the spring of 2020 rolled on. Large-capitalization U.S. stocks continued their dominance as the S&P 500 ticked off 70 … Continue reading Fourth Quarter 2021 Market Snapshot
Third Quarter 2021: Dollar Tree Breaks the Buck After a strong start to the first half of the year, investors turned cautious during the summer as supply constraints, inflation, and the Delta variant impacted global markets. Global equities ended the quarter in roughly the same place they began, but the surface-level stillness hid the churn … Continue reading Third Quarter 2021 Market Snapshot
Second Quarter 2021: Inflation, So Hot Right Now The word of the quarter was “transitory” as investors tried to decipher the root cause behind the highest inflation readings in decades. Despite some dire predictions about the return of stagflation and a 5.0% annualized inflation increase in May, the verdict of the market suggested that inflation … Continue reading Second Quarter 2021 Market Snapshot