Short Term Bias

There was a great deal of fretting in the market last week.  Higher than expected PCE numbers, a renewed focus on Ukraine, and growing expectations of rate hikes weighed on all indices.  There is habit in the market of having a short-term bias – a focus on the latest news of the moment.  But sometimes we need to peel back the onion and look deeper.  In this week’s episode, we take a deeper look at the health of consumers and businesses – over the long-term – to see how they might be weathering the time we’re in.  We hope you’ll listen in.