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Current Events
Thoughts On the Economy and Markets (Deep Breaths!)

I filled up my car with gas the other day, and it cost $91.78. Good times!

As I reflect on the first five months of 2022, expensive gas is certainly one thing that sticks out. Inflation is running at +/- 40-year highs, and we are all feeling it one way or another. Even my Starbucks Venti Cold Brew costs 25% more than a year ago!
I find the economy and financial markets so interesting because of how intertwined everything is. For example, rising inflation impacts corporate earnings, which, in turn, impacts stock prices. To be sure, some companies benefit from inflation, but many more are hurt by it.

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Current Events
Should I Stay or Should I Go?

There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash:

Should I stay or should I go now?

If I go, there will be trouble

And if I stay it will be double

So come on and let me know

Should I stay or should I go?*

I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.)  Nonetheless, I do think it provides an appropriate framework for examining today’s investment world.

So, let’s take a look at the cases for “going” and for “staying.”

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Investments
Navigating Inflation

Each month, the U.S. Bureau of Labor Statistics (BLS) tracks the price of consumer goods and services in the United States. Recently the BLS reported that the cost of this “basket” of goods increased by 1.2% in March — bringing the 12-month change to 8.5%, the highest in more than 40 years.[1]

In this article, we want to share our perspective on what is driving inflation and, most importantly, how your SWP team is navigating this period of increasing prices.

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