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With the S&P 500 now down by low double digits so far this year and with bond returns not far behind, it is natural to ask how this could happen and why.

The first quarter served up a quadruple whammy: Omicron, Russia’s invasion of Ukraine, persistently high inflation, and increasing interest rates.

This week began with “Twosday,” 2-22-2022, and may have portended the two-headed serpent attacking the stock market this week: Russia’s invasion of the Ukraine, and U.S. inflation. After many head feints, Russia finally launched...

The strong uptick in inflation witnessed during 2021 had been hotly debated as to whether it was transitory, as the Fed claimed, or persistent. As increasingly stronger inflation data surfaced, Chairman Powell and other Federal Open Market...

As the quarter began, the nation was returning to normalcy with the pandemic showing signs of retreat. Within weeks, we saw an upsurge of the Delta variant.

Despite two consecutive monthly inflation numbers, the S&P 500 continued its upward climb this quarter. Some question how long this strength can continue in the face of supply chain bottlenecks, rising costs and higher inflation overall.