Tuesday, Jan 18

Talking Points of the Week for Financial Advisors (1/17/2022)

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with their clients which we provide in the Weekly Report.

Inflation continues to tick up with the Consumer Price Index growing 7.0% from a year ago and 0.5% from November. These increases were largely in line with economists’ expectations, though still at the fastest pace since the early 1980s.

December’s retail sales disappointed, showing a considerable slowdown from November with overall sales declining 1.9%. While economists had expected a slight decline of 0.1%, Omicron took its toll with discretionary spending declining, particularly in furniture, electronics, and clothing. Lack of inventory in autos also hurt the monthly numbers. Together with an earlier than normal shopping season, Q4’s retail sales grew 8.7% on an annualized basis.

Industrial production also disappointed, declining 0.1% in December, while economists had expected a 0.2% increase.

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Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.