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A Lifetime of Good Decisions
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This conference call covered the economic landscape of late 2023, including labor market trends, 2024 recession outlook, inflation & prices, the housing market, interest rates & monetary policy, cash alternatives, U.S. deficits, relations with China, equity markets, and more! Listen below for the isolated audio of the conference call:
The post November 2023 – Conference Call Recording appeared first on Albion Financial Group.
This conversation covered 2023’s economic landscape so far, including interest rate hikes, bank failures, the labor market, the national debt ceiling, inflation trends, a looming recession, Artificial Intelligence, generational demographic shift, and more!
The post Conference Call Recording – July 13, 2023 appeared first on Albion Financial Group.
Elon Musk’s biographer Ashlee Vance was interviewed this week by Albion Partner Doug Wells on his KPCW radio program Mountain Money on the subject of Vance’s new book “When the Heavens Went on Sale” Ashlee Vance is an American business columnist and author, best known for his biography of Elon Musk, titled “Elon Musk: Tesla, SpaceX, […]
The post Elon Musk Biographer Speaks with Doug Wells About Latest Book appeared first on Albion Financial Group.
REGISTER NOW for our first conference call of 2023 scheduled for May 16, 2023 at 9AM.
The post Repost: November 2022 Conference Call appeared first on Albion Financial Group.
Whether or not you attended our conference call earlier this week, here is your chance to watch a recording of our panelists’ discussion. They cover a broad range of topics including stock & bond valuation, oil & gas prices, recession & inflation concerns, Roth conversion strategies, blockchain technology and more. Thank you to those who attended […]
The post May 2022 Conference Call Video appeared first on Albion Financial Group.
Stocks and bonds moved lower last week in choppy trading after the Fed enacted the first 50bp rate hike in more than 20 years (May of 2000 was the last one). The market’s initial reaction was positive, as investors expressed relief that a 75bp hike appeared to be off the table for the June meeting, […]
The post Weekly Market Recap appeared first on Albion Financial Group.
It was another tough week for stocks as bond yields continued to rise. Growth stocks bore the brunt of the selling pressure, sending the Nasdaq down 2.6% in a holiday-shortened week. Cyclical sectors fared better thanks to solid economic data, with materials (+0.7%), industrials (+0.4%), and energy (+0.3%) all finishing in positive territory. Small caps […]
The post Weekly Market Recap appeared first on Albion Financial Group.
It was another tough week for stocks and bonds, prompted by hawkish commentary on Monday from FOMC member Lael Brainard regarding the potential pace of Fed balance sheet reduction. That was followed up on Wednesday by the release of the FOMC meeting minutes from March, which exacerbated investor concerns. The result was an abrupt reversal […]
The post Weekly Market Recap appeared first on Albion Financial Group.
Stocks finished higher for the second straight week despite surging bond yields. The energy sector led the way with a 7.4% return on the back of a sharp rebound in oil prices, while all other sectors besides healthcare posted positive returns on the week. Small caps lagged the rally and finished slightly lower. International stocks […]
The post Weekly Market Recap appeared first on Albion Financial Group.
In a move that echoed the early days of 2021, markets got off to a rough start during the first week of 2022 as rising bond yields pushed discount rates higher for all risk assets. The release of the December FOMC minutes provided a clearer window into the Fed’s current thinking on inflation risks, and […]
The post Weekly Market Recap appeared first on Albion Financial Group.
Markets took a risk-off tone last week as investors grappled with the twin concerns of rising covid-19 case counts and an inflation-fighting Fed. As was widely expected, Fed Chair Jerome Powell announced an increase in the pace of asset purchase tapering, and the updated “dot plot” indicated that FOMC members expect 3 rate hikes by […]
The post Weekly Market Recap appeared first on Albion Financial Group.
Last week was a strong one for risk assets as it became increasingly clear that while highly contagious, the omicron variant is very likely to cause a lower rate of serious disease and death than previous strains of the coronavirus. Most bond prices fell as the Treasury curve experienced significant bear steepening: 2y yields rose […]
The post Weekly Market Recap appeared first on Albion Financial Group.
Risk assets were whipsawed last week by shifting sentiment around omicron and US monetarily policy. While it is increasingly clear that omicron is already widespread in the US, there is growing optimism that existing vaccines will provide protection against severe disease and death, AND that omicron may be more likely to cause milder cases of […]
The post Weekly Market Recap appeared first on Albion Financial Group.
News of the omicron variant sent stocks tumbling on Friday, pushing all major equity indices into the red for the week. The Nasdaq was the worst performer, as concerns about rising rates had dented longer-duration growth stocks even before Friday’s move. Small and midcap stocks underperformed large caps, while international stock underperformed the US. In […]
The post Weekly Market Recap appeared first on Albion Financial Group.
From November 16th, 2021 To watch the Zoom video recording, please click on the below button: To listen to the audio only version, please click play below: Skip to a section of the call: 00:02:27 – John Bird 00:07:54 – Albion’s ESG Portfolio offering 00:12:28 – Jason Ware on the Economy & Markets in 2021 […]
The post Albion Financial Group Conference Call Replay appeared first on Albion Financial Group.
Most US equity indices finished the week slightly lower, due in large part to a higher-than-expected consumer price inflation (CPI) print for the month of October. Core inflation (ex food and energy) rose to 4.6% y/y, while headline inflation exceeded 6% for the first time since 1990. See the Chart of the Week for a […]
Tapering is upon us at last. In a move that surprised no one, the US Federal Reserve announced on Wednesday that it would begin tapering its monthly purchases of Treasuries and MBS by approximately $15 billion per month, beginning immediately. Given the previous run rate of $120 billion per month, it would take 8 months […]
Large cap technology stocks led the market higher last week thanks in large part to stellar earnings results from tech bellwethers like Alphabet (Google) and Microsoft. The rally pushed the Dow, S&P 500, and Nasdaq Composite to fresh record highs on the final day of October, with the S&P and Nasdaq both delivering a return […]
News regarding the pandemic was positive last week. Covid-19 case counts continued to fall in the US and globally, and on Thursday the FDA and CDC jointly announced new recommendations that made nearly 100 million Americans immediately eligible for a vaccine booster shot. All Americans aged 65 or older that originally received a 2-course regimen […]
Equities rallied around the world last week as Q3 earnings season got underway, with several of the large US banks reporting strong trading results and record M&A deal flow. Gains in large cap stocks pushed the S&P and Dow back to within 1.5% of their all-time highs from early September, while the Nasdaq remains roughly […]
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