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Has The Market Stopped Listening To The Fed?
Trading on Wednesday and Thursday stumped some market prognosticators as it seemed to be counter to what the Fed attempted to convey...

Scott Poore, AIF, AWMA, APMA
Feb 3, 20234 min read
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Equities Blissful In Absence of Fed
Equities rallied last week in the absence of Fed speakers, while Fixed Income was mixed. So far, 29% of S&P 500 companies have reported...

Scott Poore, AIF, AWMA, APMA
Jan 30, 20232 min read
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How Sweet It Is...Not To Hear From The Fed
The week has been a welcome break from the Fed, as the central bank went into their "blackout" period before next week's much-anticipated...

Scott Poore, AIF, AWMA, APMA
Jan 27, 20234 min read
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Might As Well Face It...We're Addicted To The Fed
The Fed has the ability to move the markets these days with a sneeze or a cough from the mouth of Chairman Powell. Does the Fed really...

Scott Poore, AIF, AWMA, APMA
Jan 13, 20236 min read
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Good Start To The New Year
Equities were higher overall for the first week of 2023. The first week of trading in 2023 carried the all too familiar theme of...

Scott Poore, AIF, AWMA, APMA
Jan 9, 20232 min read
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Happy New Year, Or Will It Be?
Equities were mixed last week, but sectors that under-performed were down only marginally. Equities and fixed income finished the year...

Scott Poore, AIF, AWMA, APMA
Jan 3, 20232 min read
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Are Investors 'Home Alone' This Christmas?
The Fed has taken a hard line on inflation, which has stolen any chance of a Santa Rally. But the Fed's latest projections and rhetoric...

Scott Poore, AIF, AWMA, APMA
Dec 23, 20224 min read
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Markets React To Hawkish Fed
The Fed doused any hopes of a Santa Rally last week with hawkish language following their last meeting of 2022. Despite the fact that the...

Scott Poore, AIF, AWMA, APMA
Dec 19, 20222 min read
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How Jerome Stole Christmas
The Fed decided to dash the hopes of equity bulls this week as it announced a highly expected 50 basis point rate hike, but also signaled...

Scott Poore, AIF, AWMA, APMA
Dec 16, 20225 min read
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Rate Hikes And Recession Fears Drag On Markets
Despite the lack of Fed speakers, markets pulled back on rate hike and recession fears. This week, Inflation and the Fed’s Interest Rate...

Scott Poore, AIF, AWMA, APMA
Dec 12, 20222 min read
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Deck The Halls With Fed Fears
Markets have turned back to the "good news is bad news" framework this week, despite no Fed speakers and nothing to contradict Fed...

Scott Poore, AIF, AWMA, APMA
Dec 9, 20224 min read
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Markets Moving On Each Whisper From Fed
Markets waivered during the week, but ended positive on Powell’s dovish comments. There were a lot of economic updates to digest last...

Scott Poore, AIF, AWMA, APMA
Dec 5, 20222 min read
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Markets Got Run Over By The Fed
For the few weeks, you could have thrown out the fundamentals and just paid attention to what any particular Fed member was saying in any...

Scott Poore, AIF, AWMA, APMA
Dec 2, 20225 min read
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Dovish Minutes Push Markets Higher During Thanksgiving Week
Every equity sector was higher last week as the market responded to dovish comments in the November FOMC minutes. There are seven...

Scott Poore, AIF, AWMA, APMA
Nov 28, 20222 min read
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Blind Sided By The Consumer
There aren't many Thanksgiving movies or songs that I could reference for this week's musing, so I picked a movie that has the...

Scott Poore, AIF, AWMA, APMA
Nov 25, 20225 min read
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Markets Pause Ahead of Holiday and Conflicted Fed
Equity markets were mixed last week as momentum stocks moved lower and defensive stocks generally held up. Last week, Retail Sales...

Scott Poore, AIF, AWMA, APMA
Nov 21, 20222 min read
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Hawks Die Hard Despite Lower Inflation
It has become apparent that last week's CPI surprise and this week's PPI surprise had many market actors unprepared. The Fed has access...

Scott Poore, AIF, AWMA, APMA
Nov 18, 20225 min read
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Lower Inflation Fuels Fed Pause Hopes
Markets struggled through Wednesday until Thursday’s CPI report surprised nearly everyone. Thursday’s release of October CPI (inflation)...

Scott Poore, AIF, AWMA, APMA
Nov 14, 20222 min read
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All My Troubles Seemed So Far Away
Things often seem better at the time than they do in the rearview mirror. I'll bet Fed Chairman Powell is thinking that right about now....

Scott Poore, AIF, AWMA, APMA
Nov 11, 20226 min read
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Fed Pours Cold Water On Equity Rally
The markets got a bit of a shock last week as Fed Chairman Powell doused market hopes for a rate slowdown. The big news last week was...

Scott Poore, AIF, AWMA, APMA
Nov 7, 20222 min read
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