Insights

As the Federal Reserve prepares to kick off its major monetary policy conference in Jackson Hole, Wyoming, its tone has become more hawkish. That is pressuring markets, which have rallied in recent weeks as inflation has dipped lower and economic data has remained healthy. The market’s rall …

Inflation slowed significantly in July. Lower energy prices, including a 7.7% decline in gasoline prices, helped the Consumer Price Index stay flat. Food and shelter costs helped offset the decline in energy prices. The core inflation rate fell to 0.3%, suggesting inflationary pressures are …

The U.S. job market didn’t get the message it was supposed to slow down. The establishment survey estimated 528,000 new jobs were created last month. Every employment sector experienced growth, although services and government hiring accounted for 87% of new jobs.

Last week was a big one for monetary policy and economic data. The Federal Reserve raised interest rates 0.75%, with unanimous agreement that higher rates were required to bring inflation under control. In his press conference, Fed Chair Jerome Powell announced the Fed was becoming more dat …

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  

Central banks are playing the leading role in today’s markets. Last week, the European Central Bank raised interest rates 0.5%, pulling the deposit facility rate to 0%. It is the first interest rate increase in 11 years and the first time the rate hasn’t been negative in eight years. Japan’ …

Watch this webinar hosted by Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, as they dive into the quarterly market outlook.

The Consumer Price Index (CPI) leapt 1.3% in June, following a 1.0% increase in May. The measure of inflation has risen 9.1% in the last year and reached its highest level since 1981 (Figure 1). Energy prices have been the top contributor in the last 12 months, responsible for 3.0% of the 9 …

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Positive jobs data supported the market last week. The U.S. establishment survey indicated 372,000 new jobs were created in June. The rally was broad-based as every sector added jobs last month except for the governmental sector. Health care, professional and business services, and leisure …