Markets in Motion

Jun 17 2024 17 ep. 19 mins 4
Markets in Motion Podcast artwork

Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments. Content is for informational purposes only and should not be considered as investment, legal or tax advice.

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Market Moves with Liz Ann Sonders, Charles Schwab Chief Investment Strategist

Jun 17 2024 71 mins  
We hosted Liz Ann Sonders, Chief Investment Strategist at Charles Schwab to discuss the current state of the market and other pertinent topics, including recent inflation and interest rate news, how the 2024 presidential election may impact markets, and how investor risk profiles can help determine where investors should place their money. Important Disclosure: This recording is f

Equity Markets are Collateral Damage as the Fed Fights Inflation

Jun 13 2022 18 mins  
The U.S. equity market officially entered bear market territory at the close on June 13, 2022. The Fed has engineered the tightening of financial conditions – including the equity market sell-off – in order to slow the economy and get inflation under control. Staying invested through the volatility is the best approach to achieving your long-term investment objectives.

Equity Market Sell-Off is Just What the Fed Ordered

May 01 2022 19 mins  
Stocks sold off on Friday, April 29th as expectations of a recession increased. The Federal Reserve will continue to tighten financial conditions - targeting the equity and housing markets - until inflation is brought to heel. There is a lot of bad news already priced into this market, but it could get worse as the Fed tries to engineer an elusive economic “soft-landing.”

A Rough Start for Equity Market Investors in 2022

Jan 24 2022 19 mins  
Stocks have had a volatile start in 2022 with prices down over 10% intraday from the peak, briefly into correction territory. Interest rates are primarily to blame but geopolitical risk is contributing. So far, there is only limited cause for concern and some positive technical signs are appearing.

The Debt Limit, Labor Markets, and the Prospects for Fed Tapering

Oct 08 2021 18 mins  
Today is the 150th anniversary of the Chicago Fire, and Congress almost burned down the U.S. economy with the recent debt limit crisis. With the Senate voting to raise the limit, the current crisis has been averted, but only temporarily. The labor market recovers fitfully, and supply chain disruptions increase the likelihood of a short bout of “stagflation-lite.” The Fed is sti

Peak Growth. Are We There?

Jul 19 2021 17 mins  
Inflation, interest rates and peak growth rates in GDP, corporate earnings and stimulus. Is this as good as it gets, and is the bill for all the fiscal and monetary stimulus about to come due?

Inflation Makes a Comeback

Jun 10 2021 20 mins  
The inflation genie is out of the bottle. Is it transitory or will the Fed be forced to respond - and what does that mean for the stock market?

The Stock Market Bottomed 1 Year Ago Today - Where Do We Go From Here?

Mar 23 2021 23 mins  
Stock markets have had the best twelve month performance since 1936, fueled by massive policy stimulus and positive vaccine developments. Last week the Federal Reserve pivoted away from their long-standing policy of preemptive rate hikes - inflation is coming. Will it derail the rally?

How Much Stimulus is Too Much? What are the Implications for Markets?

Feb 23 2021 16 mins  
At what point do increasing inflation expectations affect investor risk appetite? With vaccine success and reopening on the horizon, will the fiscal stimulus plan cause the economy to overheat? Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, CPA shares his insight ahead of the next stimulus bill.

2021 Outlook and a Review of 2020

Dec 30 2020 15 mins  
In this year-end episode of ‘Markets in Motion’, Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, CPA, takes listeners on a look-back journey of the extraordinary year of 2020 as well as what’s to come in 2021.