February 9, 2023 - The first two weeks of February provided investors with a series of contradicting signals about the state of the economy. It began with the Federal Open Market Committee meeting on February 1st, where the Fed, as expected, raised
Blog Posts - Deutsch
Five Things Investors Will Remember About 2022
By Avi Deutsch December 28, 2022 - All years are different, but some years are more different than others. For investors, 2022 falls squarely into the latter category, as many of the events that transpired represent a paradigm shift from the
Inflation Blues
By Avi Deustch September 22, 2022 - The release of the August inflation data this week marks a new and painful phase in the War on Inflation. It’s now obvious that the Fed was not only too late to raise interest rates, but that inflation has
As Summer Comes to an End
By David Matias August 26, 2022 - As the summer of 2022 comes to an end, the world looks like it is slowly turning upside down. Drought, war, pandemic, epic heat waves, and inflation are all in the headlines and on our minds. The confluence of
Are We There Yet?
By Avi Deutsch July 29, 2022 - It was only the summer of 2020, two years ago, that going to the supermarket felt like a risky undertaking and flying was reserved for emergencies. The economy shrank by 5% in Q1, and then by 31% in Q2, before
Big Stick Monetary Policy
By Avi Deustch June 30, 2022 - As the second quarter of 2022 draws to a close, the state of the U.S. economy is, in a word, perplexing. Real concerns around inflation and the Fed’s policy are buffered by low unemployment and a vibrant summer
Tapping the Breaks
By David Matias June 28, 2022 - It was a brutal week in the markets — all of the markets. While a decline in stocks has been percolating for months, it is painful to experience a decline across all asset classes. As with all bull markets, it isn’t
Market Note: Bear
By Avi Deustch May 20, 2022 - If you’re having a hard time following what’s going on in the stock market, you’re not alone. This week it was poor financial results reported by Walmart, Target, and other retailers, that sent the stock market into
Market Note: Missles, Dollars and Oil
By Avi Deustch March 19, 2022 - The events of this past month mark a unique confluence of geo-political and macro-economic events that seemed all but impossible just months ago. To summarize a few: While the long-term effects of these events
The Return of Eastern Superpower(s)
By Avi Deutsch February 25, 2022 - The events of the past few days mark the culmination of years of more subtle challenges to a strained world order. Thirty-two years after the end of the cold war Russia has invaded Ukraine. This was done in
