Page 2 - Weekly View News Today

In today’s Weekly View, we created a concise synopsis of three selected visuals from the Chart Pack that encapsulate a few key takeaways.

It Feels Like the Sky Is Falling, but One Data Point Is Not Predictive of Future Conditions

After a powerful summer rally in July and early August that brought the S&P 500 briefly into cyclical ‘bull market’ territory, stocks have hit hard times again.

Inflation concerns are driving markets and we are watching five data points for signs of improvement.

As inflation rages and interest rates move higher, equity markets have felt more pain than the economy.

T.I.N.A.’ – ‘There Is No Alternative’ to stocks- was the acronym that defined the ‘Quantitative Easing’ era, circa 2009 to 2021.

By Doug Sandler, CFA, Head of Global Strategy SUMMARY Falling stocks, stubborn inflation and worsening geo-politics have made investors fearful. Long-term positives like more attractive valuations and persistent earnings offset the short-term negatives, in our view. We are avoiding undue risk, holding extra cash, and focusing on security selection. The Good, The Bad, and OurRead More

Update On The “Four I’s”: Inflation, Interest Rates, Innovation, & Intrinsic Value Still As Relevant As Last Year

Geopolitics Have Poured Gasoline on the Inflation Fire There were three major geopolitical events in the first quarter: Rapid COVID-19 Recovery – increased demand for energy resources which drove up prices The Ukrainian/Russian War – reduced supply of oil and food and further complicated shipping routes Diplomatic Strain with China – slowed logistics in theRead More

How the Ukrainian Invasion Has Changed RiverFront’s Portfolio Positioning The situation on the ground in Ukraine has taken numerous turns – some shocking, some inspirational – in the scant time since Russia first invaded Ukraine on February 24,2022. We have witnessed Vladimir Putin brazenly target civilian areas and nuclear reactors in Ukraine in his bloodthirstyRead More