AVIOR INSIGHTS – How Jobs, the Budget Deficit and Inflation Policies Affect Long-Term Investors
As the economy slows, some investors are worried about the possibility of a recession as well as the long-term consequences of an ever-growing government debt. These concerns are timely due to recent economic data and policy decisions, including the Inflation Reduction Act making its way through Congress. While these are all important issues, investors should view them with the right perspective. Despite many economic, political and global concerns, the fact...
AVIOR INSIGHTS – What Mixed Market and Economic Signals Mean for Investors
Last week's report on the country's Gross Domestic Product for the second quarter confirmed that the economy shrank in the first half of the year, a fact that some investors and economists had already suspected. Broad-based inflation, rising energy prices, higher interest rates and other factors were a drag on growth for the second consecutive quarter. And while the economy is still 1.6% larger compared to a year ago, even...
AVIOR INSIGHTS – What the Fed, GDP and the Dollar Mean to Long-Term Investors
The Fed is caught between a rock and a hard place as it tries to balance historic inflation levels with a slowing economy. Many leading economic indicators suggest that growth is decelerating due to rising prices, geopolitical events, and the natural end to a strong recovery. This week's Fed meeting and the GDP report for the second quarter will shed more light on how urgently the central bank will tackle...
AVIOR INSIGHTS – How Investors Can Benefit as Corporate Earnings Adjust to Inflation
Recent economic reports show that inflation continues to accelerate. Not only does this impact consumers' wallets but it also has wide-ranging implications for corporations, the broader economy, and investment portfolios. However, it's important to consider how inflation affects both sides of the income statement when making long-term financial decisions. After all, while expenses are increasing for consumers and businesses, inflation also allows corporations to raise prices. How can investors focus...