2022 Mid Year Market Check-In

In this mid year market check-in, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews the performance of equities and bonds, as well as discuss Merit’s views on recent economic data including inflation and GDP. Some of the key points for June’s update are: Year-to-date performance summary Recent economic data How history plays a part in…

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May 2022 Market Update

We continue to see significant volatility in both equity and fixed income markets. Recent talking points haven’t changed much, with the significant shift in global monetary policy the primary driver of negative sentiment. The biggest reason for this policy shift is, of course, inflation. Some of the key points for May’s update are: Consumer prices…

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Market Update: Year-to-Date Market Volatility

Market Update

Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Market volatility has persisted throughout the first part of this year, with inflation and concerns about the path ahead for the Federal Reserve driving considerable swings in both equity and fixed income markets. The year began realizing that the Fed would have to take significant action…

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April 2022 Market Update

April 2022 Merit Market Update | Watch Now

We continue to closely monitor the situation in Ukraine and hope for positive developments in ceasefire talks. While we await further developments from Ukraine, domestic markets have shifted focus to issues like inflation and Federal Reserve policy. However, we still believe the rate of inflation will slow towards the end of this year. Some of the…

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March 2022 Market Update

March 2022 Market Update

Top of mind right now is the ongoing situation in Ukraine, as the invasion of Ukraine by Russia has already brought about significant changes to the geopolitical and market landscape. Energy and commodity prices have moved higher as tensions escalated and sanctions targeting energy added even more upward pressure on prices. However, we still believe the rate of…

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February 2022 Market Update

February Market Update

We expect inflation and the Federal Reserve’s policy response to inflation to be key drivers of equity and fixed income market performance throughout this year. We have taken steps to reduce our exposure to assets that are likely to be most negatively impacted by rising rates, both for equities and for fixed income. While inflation…

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January 2022 Market Update

January 2022 Market Update

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: ·  Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater…

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2022 Outlook & Investment Strategy

2022 Outlook & Investment Strategy

We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most up to date thoughts on recent events: Concerns over inflation and changing Federal Reserve policy have been the main driver of market volatility. Higher interest rates have a greater impact…

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October Market Update

October 2021 Market Update

We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly pull back on some of their accommodative policy later this year, but this will not create overly tight conditions. This move should help slow down the rate of inflation, but supply chain congestion and rising wages will continue…

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September Market Update

September Market Update

We remain positive in our outlook for the economy, but we could continue to see the Delta variant impact future economic data. Despite this headwind, corporate earnings have been strong and profit margins near all-time highs. The Federal Reserve is likely to announce plans to begin a slow reversal of its accommodative policy stance, but…

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