Tuesday, Feb 22

Talking Points of the Week for Financial Advisors (2/21/2022)

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.

Retail sales came in stronger than expected, rising 3.8% in January. Expectations were for a 2% increase and the larger-than-expected increase shows a quick recovery from December’s disappointing 1.9% decline. Despite being hit with inflationary prices, consumers are showing resilience, especially for durable goods such as cars and furniture.

The Conference Board’s Leading Economic Index fell 0.3% in January, while expectations were for a 0.2% rise, with the biggest negative contributor being jobless claims.

A surge in existing home sales surprised economists, with a 6.7% increase in January to an annualized 6.5 million closings, compared to the 6.1 million that was expected. Homeowners appear to be motivated by the threat of higher rates and are pushing housing inventories to an even tighter level.

Industrial products also surprised on the upside in January, increasing 1.4% compared to estimates of a 0.5% increase. Though the strength in utilities production may be exaggerating the overall strength of the sector.

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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.