You can see more when you’re on the leading edge
In our more than 20 years developing risk-managed, downside-first investment strategies, Frontier Asset Management has also developed our own way of viewing and evaluating the world around us. We share our knowledge and perspectives to help you make informed, well-rounded decisions for your clients and for your business.
August was a rough month for capital markets, with the threat of an automotive strike looming and increasing tensions with China keeping investors on edge. But there are always things to worry about, and for now…the U.S. economy is in solid shape.
Both consumer and investor confidence jumped in July, reflecting accelerating economic growth and decelerating inflation. Second quarter GDP (Gross Domestic Product) came in at 2.4%, well above expectations for 1.8% growth, and above the first quarter print of 2%, with both consumers and businesses doing their part. And currently, the Atlanta Fed GDPNow estimate for […]
At the end of 2022, investors felt battered and bruised after an awful year for stocks and bonds, and economists were increasingly calling for a recession. As I mentioned in our year-end commentary, the Wall Street Journal reported that “More than two-thirds of the economists at 23 large financial institutions that do business directly with […]
Fourteen consecutive months of better-than-expected non-farm payrolls reports pretty much says it all – economists can’t seem to figure out this economy. The latest report showed that the U.S. added another 339k jobs in May vs. expectations for only 190k (oh, and the prior month’s report was revised upward by 90k as well). Wage gains […]
For the time being, attention has turned from the Fed, and all eyes are on the President and Congress, as the game of chicken regarding the debt ceiling takes us perilously close to the unthinkable. And with the headline inflation print coming in at 4.9%, below March’s 5.0% number and slightly below expectations, it does […]
What happened in the markets in April? April was a solid month for most asset classes, apart from small cap stocks, which have been disproportionately affected by the regional banking crisis. But the stock and bond markets are increasingly pointing to disparate outcomes.
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