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Category: Monthly payroll report

On the Fed Being Behind the Curve (Again), Secular Bull Markets, and Annual Returns

September 5, 2022 Brian Gilmartin Leave a comment

The thought looking at the softening economic data, is that the Fed and Jay Powell could be “behind the curve”…

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Posted in: annual return, Housing, Monetary policy, Monthly payroll report, SP 500 long-term returns Filed under: Monetary policy

August ’22 Jobs Report Looms Large after Jackson Hole Speech

August 28, 2022 Brian Gilmartin Leave a comment

The 60% /40% balanced portfolio (SP 500 / Batclays Aggregate) had returned -12.37% YTD as of Friday, August 26th’s close.…

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Posted in: Monthly payroll report

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