December 12, 2022 | With inflation slowing and weaker economic data, markets are ripping up the script, pricing in two interest rate CUTS during ‘23. The idea of rate cuts have moved stocks higher, but markets seem to be putting the cart before the horse, thus being overly optimistic. Source: Bloomberg, FT

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December 12, 2022 | Investing could be simply taking advantage of what markets are giving you. While higher interest rates have been tough, it has also opened a new door. Higher interest rates mean municipal bonds could offer a compelling investment opportunity. Source: thedailyshot

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November 7, 2022 | This week the Fed raised its rates +0.75% and had a more hawkish tone. In October, long-term inflation expectations unhinged from the 2% target, moving back toward the 2.5% level. Further from 2% = Hawkish Fed. Closer to 2% = Dovish Fed. Source: thedailyshot, Source Financial Advisors

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October 31, 2022 | The European Central Bank raised interest rates +0.75% this week. In the U.S., +90% of mortgages are fixed rate, which help protect consumers from the effects of rate fluctuation. Internationally it’s different; consumers will feel the effects of higher rates. Source: thedailyshot

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October 24, 2022 | Companies that supply goods tend to be more interest rate sensitive, so increases in rates have hurt them more. U.S. stock markets are skewed toward companies that make goods. However the U.S. economy is primarily a services driven economy. Source: Torsten Slok

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September 30, 2022 | Interest rate volatility increased to levels rarely seen, and the 10 year U.S. Treasury experienced its fastest change over a 3 month period in almost 20 years. Predicting the direction of interest rates is a difficult area to make tilts within a portfolio. Source: Source Financial Advisors

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