Jun 27, 2022

Consumers have recently been put under pressure due to inflation which has impacted Americans from the gas pump to mortgage rates. This week Phil discusses consumer expectations for the remainder of the year and why any moderation in rising prices can have a profound impact on the economy and stocks. With recession...

Jun 16, 2022

The Federal Reserve instituted its first 75 basis point hike in the federal funds rate since 1994, setting the target range at 1.5% to 1.75%. As inflation proved persistent rather than ‘transitory’ in the last year and a half, market participants had broadly accepted the new regime of rising interest rates, but the...

Jun 13, 2022

Undoubtedly, investors face a remarkably complex economic environment intensified by historically dismal market performance – four-decade high inflation, the 10-year Treasury yield rapidly climbing to levels not seen since 2011 (3.36% at close), the S&P 500 down more than 20% on the year, and perhaps most importantly,...

Jun 6, 2022

This week Phil speaks with Ladenburg Asset Management Analyst, Mike Meechan, as the two discuss Stagflation and the current market environment. From the definitional sense, one may argue that we are currently experiencing stagflation as we saw negative GDP growth in the first quarter, while inflation is hovering near...