From the desks of Stanley Katz & Lauren Madera
WE WILL NOT BE PUBLISHING THE WEEKLY HIGHLIGHTS & COMMENTARY NEXT WEEK. IT IS NOT DUE TO A FEDERAL HOLIDAY! STANLEY WILL BE FOCUSED ON HIS KNEE REPLACEMENT REHABILITATION. STAY SAFE AND HEALTHY!
Guess what the dominant headlines were by this week’s postulates? No, it was not the closing ceremonies of the Winter Olympics. Thursday morning, per normal, the markets reacted violently to Russia’s invasion of Ukraine but, surprisingly, rebounded to actually post slight gains in two of the three major US stock market indices for the shortened trading week (DJIA -0.1%, S&P 500 +0.8%, Nasdaq +1.1%). It really isn’t much ado about nothing. Oil prices have been increasing and jumped last week with Brent Crude going up +4.73%. It reminds us of the mid 1970’s with oil, inflation AND interest rates rising. All of those will certainly be taxing to Americans as well as others around the world. For an in-depth analysis of the current situation, click the Goldman Sachs “Top of Mind” link below.
Hopefully, not to bore you further, but the three topics at hand—oil, inflation and interest rates—will be prominent in our lives for the foreseeable future. All three of the remaining research pieces address them from different viewpoints. It truly was difficult to prioritize them!
Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.
Goldman Sachs Asset Management:
Alta:
Schwab:
Northern Trust:
Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500
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