Monday, Mar 07

Talking Points of the Week for Financial Advisors (3/7/2022)

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. Talking Points of the Week for Financial Advisors (2/28/2022)

This week's commentary from Helios:

Nonfarm payrolls surprised on the upside again in February with 678K new jobs being added, ahead of the 423K that was expected by economists. Prior revisions, which have been significant lately, were more muted, though still positive, with 92K jobs added to the December and January figures. The unemployment rate dropped to 3.8%, from 4.0%

Despite the better-than-expected jobs report and Powell all but confirming a 25 basis point hike this month, Fed Futures keep shifting their view on the probabilities of rate hikes. Even since our last Due Diligence call, the probability of any hike at all has dropped below 100%, with an 8% chance (as of Friday afternoon) the Fed stays put in their March meeting.

With the crisis in Ukraine only escalating, oil prices rocketed upwards since March 1st with a quick increase from $95.72 at the end of February to over $115 on Friday.

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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.