Economy

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Political Uncertainty and Weaker Economic Data Impacting Financial Markets

/ 8 minutes of reading

Following the November U.S. elections, there was a general sense of investor bullishness based on what I considered a “default” belief that Republicans are good for the economy and risk assets. My concern was that even with a Republican sweep of the November elections, there was still a ton of uncertainty around inflation, tariffs, taxes, […]

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After the Election: Setting the Goalposts

/ 30 minutes of reading

This is the Part 2 follow-up to my first post on the elections, titled  Don’t Let the Emotions of Politics Impact Your Investment Decisions posted on November 16, 2024. Now that we have confirmation that the Republican party controls the White House, Senate and House of Representatives, there is a higher probability that the Republican

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Market Update – Q1 2024

/ 7 minutes of reading

Solid Economic Data Helps Drive Risk Assets Higher in Q1 Equity and credit markets rallied in Q1 as strong economic data and solid corporate earnings provided investors with cover to continue to support risk assets.  Last year economists and investors believed that higher interest rates could push the U.S. economy into a potential recession, but

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Investment Patience is a Virtue

/ 6 minutes of reading

When investing, I know it can be tough to remain patient. Media headlines of doom or boom, with market swings of big drawdowns or huge rallies can make even the most experienced investors frazzled, let alone those without much day-to-day investment experience. My belief has been that at some point, inflation would come down from

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U.S. Economic Growth: Slow and Steady

/ 5 minutes of reading

The U.S. economy is very dynamic, with various factors driving supply and demand (see our Economics 101 course). In my opinion, the U.S. economy is like a very large ship, making it tough to change directions, even if various factors can impact it. If the economy is on a positive trajectory, it’s tough to reverse

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Treasury I (Inflation) Bonds vs. The Fed

/ 4 minutes of reading

Treasury Series I (inflation) savings bonds have been all the rage with inflation hitting highs not seen in decades. I’m not going to go into detail about I Bonds as you can find a lot of great up to date information on the Treasury Direct website: https://www.treasurydirect.gov/savings-bonds/i-bonds/ I Bonds Summary Is inflation high and thus

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recession, economy

The “R” Word

/ 6 minutes of reading

What a perfect topic to start Kulwicki Insights! R-E-C-E-S-S-I-O-N A recession is a word used to indicate an economic slowdown. That’s it. A definition often used for a recession is two consecutive quarters of negative real GDP growth. This technical definition of a recession is a backward looking definition. It looks back the last two

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