Investors seem to be getting nervous about several things which is causing some short-term volatility in the stock market. Karl Eggerss was on the Trey Ware Show discussing an essential part of managing a portfolio.
The economy is growing at the fastest rate in 50 years, corporate earnings are on fire, and inflation is at the highest level in the last 30 years… and interest rates are lower?
As we enter the second half of 2021, we find ourselves with a booming U.S. economy along with an oversupply of vaccines and job openings. These conditions are a far cry from where we were at the beginning of the year, let alone twelve months ago.
The rebound in the economy and the stock market has been aided by a ton of stimulus. As that subsides over the next few weeks and months, the test will then begin. Karl Eggerss explains on the Trey Ware Show.
While the financial markets may have been spooked by the Federal Reserve last week, Karl Eggerss explains why we need to take it into context.
This week’s Huddle explores the remarkable economic and financial market environments we’re living in today. The current situation is a mirror image of the “unique” period we lived through last year. After a brutal lockdown that created distinct extremes, we’re now witnessing extremes on the other end.
Slower growth in a few years is, to some degree, baked in the cake. Our pre-pandemic thesis of “Good, But Not Great” economic growth was based on an aging U.S. population, immigration trends, and demographic headwinds reducing the potential output of the U.S. economy. The massive wave of stimulus put that thesis on pause, but it did not change the fundamentals underpinning the thesis.
On the Trey Ware Show, Karl discussed how inflation is playing an impact on retirees. They are not living their full life given their increasing cost of living.
By Justin Pawl, CFA, CAIA, CFP® A belated Memorial Day “thank you” to all the servicemen and women, past and present, and their families for sacrificing so much for the freedoms we often take for granted. Although imperfect, America would not be the greatest country...
On the Trey Ware Show, Karl Eggerss discussed the economy and how the test will come in the next few weeks and months as extra unemployment benefits stop in some states. Plus, Trey Ware asked Karl about how inflation is impacting people and investments.