The End of the Buying Spree?

Market Minute

January 2022 – By Bob Veres

You might be reading about the internal debate at the Federal Reserve Board about when and how to ‘shrink its balance sheet,’ which will (articles tell us) have some mysteriously negative impact on the U.S. investment markets.  But what are they actually talking about?

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Closing Out The Year

Market Memo

December 2021 – Dan Zalipski, CFA®

The last several weeks have been volatile with a series of headlines moving the markets.  The day after Thanksgiving, while many Americans were out shopping for the holidays, word of the new COVID variant Omicron was announced.  Carrying more mutations and being more transmissible than the Delta variant, the Omicron variant was flagged as being able to potentially evade protection from the current lineup of COVID vaccines, sending the market lower while the world waited for more data.  Fortunately, it appears that the current vaccines and antiviral medications will help reduce the worst-case scenarios, but an increase in break-thru infections is possible.  Investors expect consumers will curb their behavior in the weeks ahead in response to Omicron.  Restaurants are already beginning to see a decline in patrons, and numerous professional sporting events have already been postponed.  Similar to the Delta wave, consumers will likely reduce their activity regardless of what the government suggests.

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The Real Job Picture

December 2021 – By Bob Veres

Anecdotally, we hear that anybody who wants to find a job today will find him/herself in a competitive bidding situation.  There are articles that advise job seekers on how to manage competing salary offers, while articles for employers offer advice on how to avert bidding wars for valuable members of their staff.  Other articles simply say to current workers that this is a good time to ask for a raise.

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