The Rising Possibility of Recession

March 23, 2022 | ,

Over the last several weeks, the risk of an economic downturn in the United States has increased with inflation continuing higher, Russia’s invasion of Ukraine triggering unprecedented sanctions, and the Fed beginning its rate hiking cycle. While inflation and the anticipation of rising rates have been driving markets for several months, the invasion of Ukraine in February and the resultant economic sanctions on Russia have added a new dynamic to the equation, driving up commodity inflation and making the Fed’s job of controlling pricing pressures without triggering an economic slowdown even trickier. With many U.S. stock indices dipping into correction territory this year, every new data point and indicator will be heavily scrutinized.

In this newsletter we examine these dynamics and try to provide perspective as it relates to the current market environment.

Read > The Rising Possibility of a Recession

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.