On April 22, 2022, Barron’s reported that “analysts at Goldman Sachs predict record-high gold demand from central banks this year as geopolitics prompt shifts to gold.” Several analysts predict that the price of gold may be ready to reach new highs. Central banks may not be alone in looking to precious metals during...
Nancy Tengler, CEO and CIO at Laffer Tengler Investments, told reporters at Barron’s that “persistent and sticky inflation will be with us for a long time.” Many consumers are already feeling the effects of increased inflation in their day-to-day lives. If Tengler is correct, consumers may continue to be impacted by...
In the first quarter of 2022, the S&P 500 declined 4.6%, and the Nasdaq fell 8.9%. According to fund managers surveyed by BofA Merrill Lynch Global Research, this dip in market performance could be a preview of things to come. Michael Hartnett, the bank’s chief investment strategist, characterized the sell-off in...
Federal Reserve meeting minutes released on April 6, 2022, indicated that Federal Reserve officials intend to reduce the central bank’s balance sheet by $95 billion per month starting in May 2022. These plans could have unintended effects on consumer portfolios. The Federal Reserve’s policies have recently supported...
The bond market has an indicator that has predicted almost every recession over the last 60 years: an inversion of the U.S. Treasury note yield curve. This indicator has started flashing again, leading some analysts to believe a possible recession is on the way. This yield curve has a track record of successfully...
