The next FOMC meeting is scheduled for July 26 & 27. The Committee will be faced with the challenge of assessing whether growth in the second quarter is likely to be negative, triggering the declaration of a recession, or whether growth has persisted.

The fourth program in the Ukraine: What’s Next? series, held at USF Sarasota-Manatee on May 24, 2022, focused on diplomatic and humanitarian aspects of Russia’s war on Ukraine. The program featured seven experts who were able to speak to different dimensions of the crisis, some of them offering…

Jamie McGeever’s article at Reuters, “Fed’s inflation target ambiguity risks market misstep on the Fed’s communication dilemma,” is a worthwhile four-minute read for any investor trying to sort out a directional pathway in the second half of this extraordinary 2022.

Treasury yields continued to rise during the second quarter of 2022. The largest movement was seen in T-bills as the Fed raised the fed funds rate by 75 bps in June. This trend has resulted in an extremely flat yield curve. The largest movement was in the 6-month bill, which rose 147.4 bps to 2.…

As we celebrate the birthday of America and wish each other safe travels, let’s take a moment and consider the veterans who protect and defend us.   Here’s a 25-minute interview with three vets. It was aired locally (Sarasota, FL) during Memorial Day weekend (linked here and repeated below…

Global equity markets outside of the United States are completing a second negative quarter, with the MSCI ACWI ex US IMI Index down 11.33% in the three months through June 24. For the year to date this index is down 18.04%, which is short of the bear market definition of a decline of more than…

Another Bad Quarter for Bonds — some of the usual suspects to blame but some hope going forward. The second quarter of 2022 was another brutal one for fixed-income instruments, with yields rising across the board. 

This Sunday we provide a link to the U.S. News & World Report rankings of the healthiest counties in America. It makes for interesting reading. We will leave it to readers to evaluate the various states including Florida.

The second quarter (2022) in the American stock market has been one volatile mess. We're going to focus only on the stock market, but we need to remind everybody that volatility struck in many asset classes.

Russia’s war in Ukraine and Covid-related shutdowns in China have led to both slower growth prospects and higher inflation for the global economy. What was expected to be a continued strong recovery has been transformed in the second quarter to a stalling global economy.