Markets have been on a run lately, fueled by hopes the Fed will pause interest rate increases following data economy is slowing. But are these hopes misguided? We take a look at what’s currently driving markets in our latest Weekly Commentary.

When building portfolios, the traditional model is a split of 60% stocks and 40% bonds. But high inflation and rising interest rates have hit bonds hard and recent volatility has pushed markets down. Should investors add more stocks to their portfolios in anticipation of a market comeback? It depends on your goals.

The U.S. economy contracted by 0.9% in the second quarter – putting us into the traditional definition of a recession. How long will it last? Get our thoughts on what the data is saying.

Stocks rose last week, even as signs of a slowing economy and potential recession increase. Find out more about what happened in the markets and what’s coming in the days ahead in our latest Weekly Market Commentary.

THE WEEK IN REVIEW: 7/10/22 – 7/16/22

• And the hits just keep on comin’

THE WEEK IN REVIEW: July 11-17, 2022

• Markets sink following inflation report

• Earnings season starts this week
  

THE WEEK IN REVIEW: July 4 - 10, 2022
• Markets post a strong week on hopes Fed will ease
• Alternative Realities?

THE WEEK IN REVIEW: June 26 - July 2, 2022
• One step forward, two steps back for markets
• In other news …

THE WEEK IN REVIEW: June 19 - 25, 2022
• Finally! A positive week for markets
• The Snap, the Crackle and the Pop
• Leavin’ on a jet plane (Americans were trying to, at least)

THE WEEK IN REVIEW: June 12 - 18, 2022
• The Fed disappoints – again
• The economy has become a two-man lift

THE WEEK IN REVIEW: June 5 - 11, 2022
• Inflation gets worse
• Housing stumbles

THE WEEK IN REVIEW: May 29 - June 4, 2022
• Strong jobs report leaves Fed with no reason to pause its plans
>>>When strong jobs growth is bad for markets <<<
• From storm clouds to a hurricane and a “super bad” feeling

THE WEEK IN REVIEW: May 22 - 28, 2022
• Markets end their 8-week losing streak
>>> Is the losing over for markets? <<<
• What the 10-year Treasury note is telling us about the Fed

THE WEEK IN REVIEW: May 15 - 21, 2022
• Markets drop for the 8th consecutive week
>>> Entering the lair o’ the bear
• The Fed stays the course (for now)

THE WEEK IN REVIEW: May 8 - 14, 2022
• Inflation remains stubbornly high while markets sink:
>>> No real relief from inflation
• Markets need to see the light at the end of the tunnel