Click the below link to watch this week’s DWM webinar on our perspective on 2023. Topics included:
- The Federal Reserve
- Inflation
- Outlook for the economy
We've been saying for some time we believed that the Federal Reserve interest rate increases would significantly impact the US economy. That's happening right
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The Federal Reserve has been in the news. I thought it might be helpful to provide a video update on our thoughts about their recent action and comments. In
The employment market continues to be strong in the United States and this is one of the factors we believe that has caused inflation to spike so strongly
As expected, the Federal Reserve increased interest rates but to a lesser degree than they might have if there was not a problem in the banking sector. Today
I am often asked if the Fed has telegraphed certain actions, why wouldn't we invest based on that stated future action? The answer is simple; the Fed changes
This special video update contains my thoughts on the Silicon Valley Bank collapse and how it affects our portfolio strategy. We are of the belief this is not
One of the key factors in inflation is the strength of the jobs market and the current state of unemployment. It’s one of the key factors we examine as we
Stocks have struggled lately as there is concern that the Federal Reserve will continue raising interest rates to combat inflation. The expectation was that
As the Federal Reserve fights to cool inflation, all eyes are on GDP growth as a key determinant as to whether or not the economy is overheating. You may ask
This past week I presented a DWM webinar on our perspective on 2023. In this discussion we covered the markets, economy, and our thoughts on future interest