AVIOR INSIGHTS – How Easing Inflation Affects Investors and the Market Recovery
Investors and economists have breathed a sigh of relief as new inflation data suggest that price pressures are easing. While the prices of everyday goods are still significantly higher than a year ago, some of the underlying trends are beginning to reverse. And although inflation is sensitive to many hard-to-predict factors such as geopolitical risk, and cost increases have been worse than many originally expected, these are early signs that...
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...