Inflation, Recession, and The Fed | July 2022 Webinar Recap

Time to Read: 3 Minutes

In our Mid-Year Update webinar, Stratos Private Wealth President Jeff Brown discusses the headline concerns of inflation and central bank policy. We review how both affected market performance in the first half of the year and what it could mean for the rest of 2022. Here are the key takeaways:

• The first 6 months of 2022 have been the worst start to year for a 60/40 portfolio since 1932, being driven by global inflation concerns and central bank tightening.
• Inflation signals are mixed and likely to remain elevated for some time.
• Inflation expectations are moderating due to tough talk from the Fed.
• Fed hike expectations have dropped dramatically in recent weeks.
• A recession is always possible, but US economy still showing growth with solid employment.
• Worst could be over if no recession materializes in 2022.
• Stratos Private Wealth’s core portfolios are neutral to slightly underweight equities and bonds, with excess cash awaiting the opportunity to deploy.

We continue to monitor our indicators and are prepared to make tactical changes as the economic landscape shifts. Please contact Stratos Private Wealth Financial if you would like to discuss your specific situation in more detail.