January 2023 Financial Outlook

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In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal Reserve policy will remain a focal point this year, but the bigger story will be how the policy changes made last year impact the economy. Inflation should continue to moderate…

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December 2022 Market Update

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In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December’s update are: The November inflation report was an encouraging signal that inflation is finally headed in the right direction, but we are still well above the Federal Reserve’s 2% target. The…

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November 2022 Market Update

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In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November’s update are: The October inflation report was encouraging, but we need to see inflation decline over several months to establish a trend. Volatility tends to increase during midterm election years, but…

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October 2022 Market Update

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In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies and investors continues to be inflation. Some of the key points for October’s update are: The acceleration in core inflation is concerning and solidifies expectations for the Federal Reserve to…

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September 2022 Current State of the Market Webinar

Current State of the Market Video - September 2022

In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact of inflation on the economy and the Federal Reserve policies that have been implemented to combat it. We also look at market drivers and the impact they will have in…

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August 2022 Market Update

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In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Markets are in a much more upbeat mood than we’ve experienced most of this year. Since bottoming in June, equities have ripped higher, on the back of better than expected inflation in July and expectations about a less…

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July 2022 Market Update

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In this July market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews inflation as it continues to be a top concern for the markets, corporations, and the Federal Reserve. We could continue to see some volatility in the headline inflation numbers as energy prices continue to fluctuate, however we do still expect energy prices…

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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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