When will inflation finally fall?

Checking in on the soft landing: is inflation finally subsiding?

Investors are breathing a sigh of relief after this month’s employment and inflation data. For the first few months of 2024, job growth and inflation appeared to be accelerating, which had markets worried about another spike in interest rates. At least for one month however, the data is back to supporting the so-called “soft landing” ... Read more

3 Min Read

Investor Newsletter: Know your why

Hello and welcome to another edition of the Investor Newsletter. I’m Tom Graff, Chief Investment Officer here at Facet. This week we’ll cover what the Japanese yen has to do with stocks rising this week, preview some big events happening next week, and go over how pros think about monitoring what’s in their portfolios over ... Read more

6 Min Read

Investor Newsletter: The Fed, jobs and high school calculus

Hello and welcome to another edition of the Facet Investor Newsletter. I’m your Chief Investment Officer Tom Graff. This week we’ll discuss what happened with the Federal Reserve’s meeting last week, another jobs report, big earnings news from tech giants, and how pros think about the interplay between interest rates and stock prices. Remember, we’re ... Read more

6 Min Read

May Fed Meeting: How will the Fed deal with stubbornly high inflation?

The Federal Reserve ended its May 2024 meeting without changing their official interest rate target. We might have to get used to that result. Given that inflation has stayed stubbornly high, the Fed is in no hurry to cut rates. However there were some important outcomes from this meeting and Chair Jerome Powell’s post-meeting press ... Read more

8 Min Read

Investor Newsletter: Meta's spending is Alphabet's profits

Hello and welcome to another edition of the Facet investor newsletter. I’m your Chief Investment Officer Tom Graff. This week we’ve got some wild market swings coming from company earnings and macro economic data, which we’ll try to help you sort out. Plus, I’ll go into some detail about how we integrate company earnings reports ... Read more

5 Min Read

Investor Newsletter: The Fed, geopolitics, taxes, and your investments

Welcome to our latest edition of the Facet investor newsletter. I’m Tom Graff, Chief Investment Officer here at Facet. This week we’re going to break down what was a tough week for investors, between some suspect bank earnings and tough talk from the Federal Reserve. We’ll also talk about how to approach taxes in your ... Read more

5 Min Read

National debt is higher than ever, is the US headed for a debt crisis?

The US government is approximately $27.5 trillion in net debt, an amount that has doubled since 2016. There’s no sign that the debt is going to shrink, with the Congressional Budget Office projecting $20 trillion in budget deficits over the next 10 years. So what does this mean for the economy and your investments? Is ... Read more

6 Min Read

With the Fed pivoting, earnings are key in 2024

Welcome to another edition of the Facet Investor Newsletter. I’m your Chief Investment Officer Tom Graff. This week, the market did a big rethink on inflation, which weighed on both stocks and bonds. I’ll go over how I’m thinking about this as well as what the chatter is among professional investors. Plus a record-breaking derivatives ... Read more

5 Min Read

How a strong jobs report and stubborn inflation data is leaving investors confused

Over the last several days, we have gotten key economic reports on U.S. employment and inflation. For investors, they painted a mixed picture. Inflation remains too high, with the March report coming in higher than most economists expected. Meanwhile job gains were very strong, indicating that companies are still feeling optimistic about growth. So what ... Read more

4 Min Read