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Jerome Powell’s War
The most recent economic data and information points to a delicate situation for the markets. Despite assurances that the Fed would...

Scott Poore, AIF, AWMA, APMA
Apr 28, 20235 min read
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Hawkish Fed Speak Causes Equities To Pause
Markets were slightly lower after a week of hawkish comments by multiple Fed speakers. So far, 18% of S&P 500 companies have reported 1st...

Scott Poore, AIF, AWMA, APMA
Apr 24, 20232 min read
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Hell Bent And Fancy Free
For some strange reason, the Fed appears to be "hell bent" on raising rates next month. Fed speakers have been largely hawkish in...

Scott Poore, AIF, AWMA, APMA
Apr 21, 20237 min read
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Inflation Declines and Bank Earnings Surprise
Equities were higher last week as initial banking earnings surprised to the upside and inflation continued to decline. The year-over-year...

Scott Poore, AIF, AWMA, APMA
Apr 17, 20232 min read
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Too Much Time On My Hands
One of the key elements we subscribe to when generating economic and market commentary is going where the data takes us - not trying to...

Scott Poore, AIF, AWMA, APMA
Apr 14, 20236 min read
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Strong Jobs Report Contradicts Shaky Economic Data
Equities were mixed after a shaky week of economic data, until Friday’s Labor Report. The economic data looked worse than it actually...

Scott Poore, AIF, AWMA, APMA
Apr 10, 20232 min read
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Ease In Banking Concerns
Equities marched higher last week as volatility eased and banking concerns declined. With the banking fears and economic fears, earnings...

Scott Poore, AIF, AWMA, APMA
Apr 3, 20232 min read
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The Cat's In The Cradle
There's some talk right now that the current market environment resembles a "dead cat bounce" or that we're setting up for a recession. ...

Scott Poore, AIF, AWMA, APMA
Mar 31, 20235 min read
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Policy Error, Risk Management, and 'There's An App For That'
Equities were mixed last week, while bonds moved higher as confidence in the banking sector continued to waiver. First, a quick recap on...

Scott Poore, AIF, AWMA, APMA
Mar 20, 20233 min read
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Fed Hawks Run Into Financial Wall
Equities suffered the worst losses in more than 6 months as the Fed’s game of double-speak turned costly. Normally, there is not much to...

Scott Poore, AIF, AWMA, APMA
Mar 12, 20233 min read
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Fed Teetering On The Precipice
The Fed and Chairman Powell are living dangerously these days as they play with investors' emotions in an extremely expensive game. If...

Scott Poore, AIF, AWMA, APMA
Mar 10, 20236 min read
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Rate Hike Fears Abate For The Week
Equities broke a 4-week losing streak as economic data helped relieve Fed fears, temporarily. With most of Q4 earnings season completed,...

Scott Poore, AIF, AWMA, APMA
Mar 6, 20232 min read
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Has The Fed Lost Respect?
Per usual, the Fed has been all over the place this week in prepared remarks. As a result, the markets have been up-and-down in trading...
spoore1
Mar 3, 20235 min read
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It's All About The Fed
Investors and advisors alike have suddenly become concerned that a new bear market is upon us. While the prospect of a bear market...

Scott Poore, AIF, AWMA, APMA
Feb 24, 20236 min read
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More Fed Hawkish Speak Post-January Inflation
Equities were mixed and bonds were down as the Fed plastered the market with hawkish speeches last week. The fourth quarter earnings...

Scott Poore, AIF, AWMA, APMA
Feb 21, 20232 min read
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The Fed Is Circling The Wagons
Quite a bit of unusual hawkish talk from the Fed this week had the markets up and down in trading action. The market, and the Fed, are...

Scott Poore, AIF, AWMA, APMA
Feb 17, 20234 min read
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Markets Struggle With Hawkish Fed Speak
Markets returned to the typical pattern of moving on every breath of the Fed last week. The fourth quarter continues to be subpar for...

Scott Poore, AIF, AWMA, APMA
Feb 13, 20232 min read
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Equities Surprise As Fed Hikes
Markets survived the Fed meeting last week, as most sectors were higher after the 25 basis point rate hike. The Fed raised rates as...

Scott Poore, AIF, AWMA, APMA
Feb 6, 20232 min read
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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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