Economic Review
Pockets of Vulnerability Magnified by Monetary Policy
Submitted by Flynn Zito Capital Management on October 10th, 2022As Federal Reserve (Fed) officials continue to emphasize the Fed’s commitment towards restoring price stability, the dollar marches ever higher. Markets are currently pricing in another 75-basis point rate hike at the November 2 Fed meeting as calls for the Fed to halt its aggressive campaign are mounting.
8 Things Financial Planning Can Help You Address
Submitted by Flynn Zito Capital Management on October 6th, 2022Markets on Watch as Xi Jinping’s Influence to be Tested in October
Submitted by Flynn Zito Capital Management on October 4th, 2022On October 16, China will begin its 20th National Congress of the Chinese Communist Party in Beijing. This plenum is especially significant because it is expected that President Xi Jinping will be granted an unprecedented third term, something that he set in motion in 2018 when term limits were abolished.
BIG TEST FOR PRESIDENT XI
Better Times Ahead
Submitted by Flynn Zito Capital Management on September 28th, 2022Taking Advantage of Higher Yields
Submitted by Flynn Zito Capital Management on September 26th, 2022The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we believe opportunities in fixed income have improved and are looking to add back to certain areas within fixed income that may benefit.
How Much Higher Can Rates Go?
Submitted by Flynn Zito Capital Management on September 19th, 2022Getting Jobs Market Back Into Balance
Submitted by Flynn Zito Capital Management on September 13th, 2022The Best and Worst of Times
Submitted by Flynn Zito Capital Management on September 7th, 2022When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks enjoyed and the magnitude of the two-month rally that began in mid-June totaling 17%.
Calendar Cruelty
Submitted by Flynn Zito Capital Management on September 6th, 2022The difficult 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. While we got some welcome news in Friday’s jobs report, more evidence of falling inflation will take time to materialize. The good news is a seasonally strong fourth quarter is right around the corner.