Category Archives: Inflation

The Battle Continues

Market Memo

May 2022 – By Kyle Rohrwasser

The war in Ukraine continues as governments look toward a slowing global economy with continued inflationary pressures. News outlets have decreased their war coverage, but the conflict and its economic impact remain real. European countries have seen rising energy prices and COVID lockdowns in China have added to supply chain woes. In the United States, we feel these effects domestically through rising food and gas costs mainly. Based on the rising value of the dollar to other currencies, it implies that we are in better shape than most other economies.

Continue reading →

Hikes and Tapering

Market Memo

 April 2022 – By Kyle Rohrwasser

Russian President Vladimir Putin says peace talks have reached a “dead-end situation” after Ukraine made allegations about war crimes. It seems that war in Ukraine will continue as Russian forces shift their focus toward Donbas. The war is weighing on the global supply chain, especially within the global food supply.  The disruption increases the price of the food we eat and the inputs needed to successfully grow that food, such as fertilizer and herbicide. As of the end of last week, 2022 returns for most equity sectors are negative.  Energy is a notable standout but unsurprising given the recent global events driving energy prices higher.   

Continue reading →

The Fight Against Inflation

Market Memo

March 2022 – By Kyle Rohrwasser

On February 21st Putin announced that Russia would recognize the sovereignty of the two western republics of Ukraine, which was immediately met with NATO sanctions. Quickly following, Russian forces moved deeper into Ukraine on February 24th. Within the week, technological, financial, and political sanctions had been handed out with intent to punish Russia for the occupation of Ukraine. See tracking sanctions against Russia here.

Continue reading →